Kaizen Advisory’s BorgWarner BWA Stock Holding History

Kaizen Advisory’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 Q4	$22K	Buy	709 +147	+26%	+$4.93K	0.02%	496
2018 Q3	$21K	Hold	562	–	–	0.01%	516
2018 Q2	$21K	Buy	562 +340	+153%	+$15K	0.01%	535
2018 Q1	$10K	Hold	222	–	–	0.01%	478
2017 Q4	$10K	Buy	+222	New	+$10.3K	0.01%	477

Other funds holding BWA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kaizen Advisory's BWA Position: Q4 2018 in Review

Kaizen Advisory increased its BorgWarner (BWA) stake by 26% in Q4 2018, buying an estimated $4.93K and bringing the position to 709 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #496.

Kaizen Advisory first reported a position in BWA in Q4 2017 and has held it in 5 quarters since. 523 funds tracked by Wall St. Rank hold BWA as of Q4 2018.

Kaizen Advisory held 709 shares of BorgWarner worth $22K as of Q4 2018.
Kaizen Advisory bought 147 BorgWarner shares in Q4 2018, an estimated $4.93K.
BorgWarner made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #496 holding.
Kaizen Advisory first reported a position in BorgWarner in Q4 2017 and has held it in 5 quarters since.
523 funds tracked by Wall St. Rank held BorgWarner as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.