NewSquare Capital’s BorgWarner BWA Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-58	Closed	-$2K	–	331
2020 Q2	$2K	Buy	+58	New	+$1.53K	﹤0.01%	308

Other funds holding BWA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

BCIM

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

NewSquare Capital's BWA Position: Q3 2020 in Review

NewSquare Capital sold out of BorgWarner (BWA) in Q3 2020, closing a stake of 58 shares — an estimated $2K sold.

NewSquare Capital first reported a position in BWA in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 523 funds tracked by Wall St. Rank hold BWA as of Q3 2020.

NewSquare Capital reported no remaining BorgWarner position as of Q3 2020 after selling out during the quarter.
NewSquare Capital sold 58 BorgWarner shares in Q3 2020, an estimated $2K.
NewSquare Capital first reported a position in BorgWarner in Q2 2020 and held it in 1 quarter.
NewSquare Capital's BorgWarner position peaked at $2K in Q2 2020.
523 funds tracked by Wall St. Rank held BorgWarner as of Q3 2020.

Based on NewSquare Capital's 13F filing for Q3 2020, filed 4 Nov 2020.