Lebenthal Global Advisors’s BorgWarner BWA Stock Holding History

Lebenthal Global Advisors’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
2021 Q1	–	Sell	-2,171	Closed	-$73K	–	186
2020 Q4	$73K	Buy	+2,171	New	+$73.6K	0.05%	204

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lebenthal Global Advisors's BWA Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of BorgWarner (BWA) in Q1 2021, closing a stake of 2,171 shares — an estimated $73K sold.

Lebenthal Global Advisors first reported a position in BWA in Q4 2020 and held it in 1 quarter. The position peaked at $73K in Q4 2020. 594 funds tracked by Wall St. Rank hold BWA as of Q1 2021.

Lebenthal Global Advisors reported no remaining BorgWarner position as of Q1 2021 after selling out during the quarter.
Lebenthal Global Advisors sold 2,171 BorgWarner shares in Q1 2021, an estimated $73K.
Lebenthal Global Advisors first reported a position in BorgWarner in Q4 2020 and held it in 1 quarter.
Lebenthal Global Advisors's BorgWarner position peaked at $73K in Q4 2020.
594 funds tracked by Wall St. Rank held BorgWarner as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.