Lowe Brockenbrough & Co’s BorgWarner BWA Stock Holding History

Lowe Brockenbrough & Co’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 Q1	–	Sell	-9,088	Closed	-$347K	–	199
2019 Q4	$347K	Sell	9,088 -11,360	-56%	-$416K	0.04%	185
2019 Q3	$660K	Hold	20,448	–	–	0.09%	164
2019 Q2	$756K	Hold	20,448	–	–	0.1%	156
2019 Q1	$691K	Sell	20,448 -13,501	-40%	-$467K	0.1%	157
2018 Q4	$1.04M	Sell	33,949 -59,691	-64%	-$2M	0.17%	123
2018 Q3	$3.53M	Buy	93,640 +3,743	+4%	+$147K	0.49%	65
2018 Q2	$3.42M	Buy	89,897 +1,005	+1%	+$44.3K	0.5%	66
2018 Q1	$3.93M	Buy	88,892 +1,954	+2%	+$90.8K	0.58%	60
2017 Q4	$3.91M	Buy	86,938 +2,368	+3%	+$109K	0.56%	59
2017 Q3	$3.81M	Buy	+84,570	New	+$3.45M	0.59%	61

Other funds holding BWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Lowe Brockenbrough & Co's BWA Position: Q1 2020 in Review

Lowe Brockenbrough & Co sold out of BorgWarner (BWA) in Q1 2020, closing a stake of 9,088 shares — an estimated $347K sold.

Lowe Brockenbrough & Co first reported a position in BWA in Q3 2017 and held it in 10 quarters. The position peaked at $3.93M in Q1 2018. 480 funds tracked by Wall St. Rank hold BWA as of Q1 2020.

Lowe Brockenbrough & Co reported no remaining BorgWarner position as of Q1 2020 after selling out during the quarter.
Lowe Brockenbrough & Co sold 9,088 BorgWarner shares in Q1 2020, an estimated $347K.
Lowe Brockenbrough & Co first reported a position in BorgWarner in Q3 2017 and held it in 10 quarters.
Lowe Brockenbrough & Co's BorgWarner position peaked at $3.93M in Q1 2018.
480 funds tracked by Wall St. Rank held BorgWarner as of Q1 2020.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2020, filed 21 May 2020.