Lion Street Advisors’s BorgWarner BWA Stock Holding History

Lion Street 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
2020 Q2	–	Sell	-206	Closed	-$4K	–	81
2020 Q1	$4K	Buy	+206	New	+$5.96K	0.02%	275

Other funds holding BWA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

BCIM

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

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

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Lion Street Advisors's BWA Position: Q2 2020 in Review

Lion Street Advisors sold out of BorgWarner (BWA) in Q2 2020, closing a stake of 206 shares — an estimated $4K sold.

Lion Street Advisors first reported a position in BWA in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 501 funds tracked by Wall St. Rank hold BWA as of Q2 2020.

Lion Street Advisors reported no remaining BorgWarner position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 206 BorgWarner shares in Q2 2020, an estimated $4K.
Lion Street Advisors first reported a position in BorgWarner in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's BorgWarner position peaked at $4K in Q1 2020.
501 funds tracked by Wall St. Rank held BorgWarner as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.