Mendel Money Management’s BorgWarner BWA Stock Holding History

Mendel Money 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
2017 Q4	$2.31M	Buy	+51,410	New	+$2.38M	2.22%	23
2015 Q2	$3.61M	Buy	72,091 +1,670	+2%	+$89.1K	3.36%	14
2015 Q1	$3.75M	Buy	70,421 +989	+1%	+$50.4K	3.48%	12
2014 Q4	$3.36M	Buy	69,432 +5,663	+9%	+$276K	3.16%	15
2014 Q3	$2.95M	Buy	+63,769	New	+$3.49M	2.89%	19

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mendel Money Management's BWA Position: Q4 2017 in Review

Mendel Money Management opened a new position in BorgWarner (BWA) in Q4 2017: 51,410 shares worth $2.31M. The stake represents 2.22% of the portfolio and ranks #23 among its holdings. This is a return to the name: Mendel Money Management previously reported a position in BWA as recently as Q2 2015.

Mendel Money Management first reported a position in BWA in Q3 2014 and has held it in 5 quarters since. The position peaked at $3.75M in Q1 2015. 612 funds tracked by Wall St. Rank hold BWA as of Q4 2017.

Mendel Money Management held 51,410 shares of BorgWarner worth $2.31M as of Q4 2017.
BorgWarner was a new Mendel Money Management position in Q4 2017.
BorgWarner made up 2.22% of Mendel Money Management's portfolio in Q4 2017, its #23 holding.
Mendel Money Management first reported a position in BorgWarner in Q3 2014 and has held it in 5 quarters since.
Mendel Money Management's BorgWarner position peaked at $3.75M in Q1 2015.
612 funds tracked by Wall St. Rank held BorgWarner as of Q4 2017.

Based on Mendel Money Management's 13F filing for Q4 2017, filed 6 Feb 2018.