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Leavell Investment Management’s BorgWarner BWA Stock Holding History

Leavell 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
Q4 		– Sell
-17,267
Closed -$650K – 355
2018
Q3 		$650K Hold
17,267
– – 0.07% 228
2018
Q2 		$656K Hold
17,267
– – 0.07% 222
2018
Q1 		$764K Hold
17,267
– – 0.09% 211
2017
Q4 		$777K Buy
17,267
+2,953
+21% +$137K 0.09% 205
2017
Q3 		$645K Buy
14,314
+2,272
+19% +$92.8K 0.08% 220
2017
Q2 		$449K Buy
12,042
+2,272
+23% +$82.4K 0.06% 264
2017
Q1 		$359K Buy
+9,770
New +$356K 0.05% 280
2015
Q3 		– Sell
-4,090
Closed -$205K – 375
2015
Q2 		$205K Buy
+4,090
New +$218K 0.03% 378
2014
Q4 		– Sell
-6,475
Closed -$300K – 381
2014
Q3 		$300K Hold
6,475
– – 0.05% 316
2014
Q2 		$372K Hold
6,475
– – 0.06% 268
2014
Q1 		$350K Hold
6,475
– – 0.06% 274
2013
Q4 		$319K Buy
6,475
+113
+2% +$5.23K 0.05% 294
2013
Q3 		$284K Hold
6,362
– – 0.05% 312
2013
Q2 		$241K Buy
+6,362
New +$224K 0.04% 332

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