Jupiter Investment Management’s BorgWarner BWA Stock Holding History

Jupiter Investment 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
2018 Q3	–	Sell	-16,586	Closed	-$630K	–	373
2018 Q2	$630K	Buy	+16,586	New	+$731K	﹤0.01%	311
2015 Q3	–	Sell	-9,315	Closed	-$466K	–	355
2015 Q2	$466K	Buy	9,315 +6,361	+215%	+$339K	0.01%	217
2015 Q1	$157K	Sell	2,954 -33,171	-92%	-$1.69M	0.01%	298
2014 Q4	$1.75M	Sell	36,125 -11,133	-24%	-$543K	0.06%	221
2014 Q3	$2.19M	Buy	+47,258	New	+$2.59M	0.11%	167
2014 Q2	–	Sell	-38,170	Closed	-$2.06M	–	337
2014 Q1	$2.06M	Buy	+38,170	New	+$1.95M	0.14%	171

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jupiter Investment Management's BWA Position: Q3 2018 in Review

Jupiter Investment Management sold out of BorgWarner (BWA) in Q3 2018, closing a stake of 16,586 shares — an estimated $630K sold.

Jupiter Investment Management first reported a position in BWA in Q1 2014 and held it in 6 quarters. The position peaked at $2.19M in Q3 2014. 552 funds tracked by Wall St. Rank hold BWA as of Q3 2018.

Jupiter Investment Management reported no remaining BorgWarner position as of Q3 2018 after selling out during the quarter.
Jupiter Investment Management sold 16,586 BorgWarner shares in Q3 2018, an estimated $630K.
Jupiter Investment Management first reported a position in BorgWarner in Q1 2014 and held it in 6 quarters.
Jupiter Investment Management's BorgWarner position peaked at $2.19M in Q3 2014.
552 funds tracked by Wall St. Rank held BorgWarner as of Q3 2018.

Based on Jupiter Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.