Massachusetts Financial Services
BWA icon

Massachusetts Financial Services’s BorgWarner BWA Stock Holding History

Massachusetts Financial Services’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
2016
Q3 		– Sell
-720,739
Closed -$18.7M – 860
2016
Q2 		$18.7M Buy
720,739
+30,584
+4% +$925K 0.01% 498
2016
Q1 		$23.3M Buy
690,155
+47,290
+7% +$1.4M 0.01% 471
2015
Q4 		$24.5M Buy
642,865
+33,716
+6% +$1.27M 0.01% 460
2015
Q3 		$22.3M Buy
609,149
+29,013
+5% +$1.21M 0.01% 470
2015
Q2 		$29M Buy
580,136
+144,882
+33% +$7.73M 0.01% 450
2015
Q1 		$23.2M Sell
435,254
-809,824
-65% -$41.2M 0.01% 498
2014
Q4 		$60.2M Buy
1,245,078
+195,114
+19% +$9.51M 0.03% 307
2014
Q3 		$48.6M Sell
1,049,964
-996,496
-49% -$54.6M 0.03% 354
2014
Q2 		$117M Buy
+2,046,460
New +$113M 0.06% 232

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return