Kalmar Investments’s BorgWarner BWA Stock Holding History

Kalmar Investments’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
2016 Q1	–	Sell	-307,265	Closed	-$11.7M	–	130
2015 Q4	$11.7M	Hold	307,265	–	–	0.29%	107
2015 Q3	$11.2M	Hold	307,265	–	–	0.26%	109
2015 Q2	$15.4M	Hold	307,265	–	–	0.29%	105
2015 Q1	$16.4M	Hold	307,265	–	–	0.3%	107
2014 Q4	$14.9M	Buy	307,265 +97,031	+46%	+$4.73M	0.28%	110
2014 Q3	$9.74M	Buy	+210,234	New	+$11.5M	0.19%	135

Other funds holding BWA

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ATO

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Kalmar Investments's BWA Position: Q1 2016 in Review

Kalmar Investments sold out of BorgWarner (BWA) in Q1 2016, closing a stake of 307,265 shares — an estimated $11.7M sold.

Kalmar Investments first reported a position in BWA in Q3 2014 and held it in 6 quarters. The position peaked at $16.4M in Q1 2015. 444 funds tracked by Wall St. Rank hold BWA as of Q1 2016.

Kalmar Investments reported no remaining BorgWarner position as of Q1 2016 after selling out during the quarter.
Kalmar Investments sold 307,265 BorgWarner shares in Q1 2016, an estimated $11.7M.
Kalmar Investments first reported a position in BorgWarner in Q3 2014 and held it in 6 quarters.
Kalmar Investments's BorgWarner position peaked at $16.4M in Q1 2015.
444 funds tracked by Wall St. Rank held BorgWarner as of Q1 2016.

Based on Kalmar Investments's 13F filing for Q1 2016, filed 27 May 2016.