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Kiwi Wealth Investments Limited Partnership’s BorgWarner BWA Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2020
Q4 		– Sell
-26,911
Closed -$918K – 252
2020
Q3 		$918K Buy
+26,911
New +$925K 0.06% 213
2020
Q1 		– Sell
-64,446
Closed -$2.46M – 172
2019
Q4 		$2.46M Buy
+64,446
New +$2.36M 0.18% 129

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's BWA Position: Q4 2020 in Review

Kiwi Wealth Investments Limited Partnership sold out of BorgWarner (BWA) in Q4 2020, closing a stake of 26,911 shares — an estimated $918K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in BWA in Q4 2019 and held it in 2 quarters. The position peaked at $2.46M in Q4 2019. 563 funds tracked by Wall St. Rank hold BWA as of Q4 2020.

  • Kiwi Wealth Investments Limited Partnership reported no remaining BorgWarner position as of Q4 2020 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 26,911 BorgWarner shares in Q4 2020, an estimated $918K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in BorgWarner in Q4 2019 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's BorgWarner position peaked at $2.46M in Q4 2019.
  • 563 funds tracked by Wall St. Rank held BorgWarner as of Q4 2020.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2020, filed 17 Feb 2021.