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Julex Capital Management’s BorgWarner BWA Stock Holding History

Julex Capital Management’s Portfolio BWA Stock Details BWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$2K Sell
48
-13
-21% -$419 ﹤0.01% 106
2019
Q2 		$2K Sell
61
-32
-34% -$1.13K ﹤0.01% 64
2019
Q1 		$3.15K Buy
+93
New +$3.22K ﹤0.01% 71

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Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Julex Capital Management's BWA Position: Q3 2019 in Review

Julex Capital Management reduced its BorgWarner (BWA) stake by 21% in Q3 2019, selling an estimated $419 and leaving 48 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #106.

Julex Capital Management first reported a position in BWA in Q1 2019 and has held it in 3 quarters since. The position peaked at $3.15K in Q1 2019. 492 funds tracked by Wall St. Rank hold BWA as of Q3 2019.

  • Julex Capital Management held 48 shares of BorgWarner worth $2K as of Q3 2019.
  • Julex Capital Management sold 13 BorgWarner shares in Q3 2019, an estimated $419.
  • BorgWarner made up ﹤0.01% of Julex Capital Management's portfolio in Q3 2019, its #106 holding.
  • Julex Capital Management first reported a position in BorgWarner in Q1 2019 and has held it in 3 quarters since.
  • Julex Capital Management's BorgWarner position peaked at $3.15K in Q1 2019.
  • 492 funds tracked by Wall St. Rank held BorgWarner as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.