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Newfound Research’s BorgWarner BWA Stock Holding History

Newfound Research’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
-1
Closed – – 68
2020
Q1 		$0 Hold
1
– – ﹤0.01% 103
2019
Q4 		$0 Buy
+1
New +$37 ﹤0.01% 152
2018
Q1 		– Sell
-1
Closed – – 177
2017
Q4 		$0 Hold
1
– – ﹤0.01% 190
2017
Q3 		$0 Hold
1
– – ﹤0.01% 182
2017
Q2 		$0 Hold
1
– – ﹤0.01% 179
2017
Q1 		$0 Hold
1
– – ﹤0.01% 177
2016
Q4 		$0 Hold
1
– – ﹤0.01% 140
2016
Q3 		$0 Hold
1
– – ﹤0.01% 147
2016
Q2 		$0 Buy
+1
New +$30 ﹤0.01% 141

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Newfound Research's BWA Position: Q2 2020 in Review

Newfound Research sold out of BorgWarner (BWA) in Q2 2020, closing a stake of 1 share.

Newfound Research first reported a position in BWA in Q2 2016 and held it in 9 quarters. The position peaked at $0 in Q1 2020. 502 funds tracked by Wall St. Rank hold BWA as of Q2 2020.

  • Newfound Research reported no remaining BorgWarner position as of Q2 2020 after selling out during the quarter.
  • Newfound Research sold 1 BorgWarner share in Q2 2020.
  • Newfound Research first reported a position in BorgWarner in Q2 2016 and held it in 9 quarters.
  • Newfound Research's BorgWarner position peaked at $0 in Q1 2020.
  • 502 funds tracked by Wall St. Rank held BorgWarner as of Q2 2020.

Based on Newfound Research's 13F filing for Q2 2020, filed 10 Aug 2020.