Northwest & Ethical Investments’s BorgWarner BWA Stock Holding History

Northwest & Ethical Investments’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
2018 Q3	–	Sell	-63,997	Closed	-$2.43M	–	367
2018 Q2	$2.43M	Buy	63,997 +15,112	+31%	+$666K	0.16%	189
2018 Q1	$2.16M	Buy	48,885 +15,814	+48%	+$735K	0.15%	208
2017 Q4	$1.49M	Buy	33,071 +7,894	+31%	+$365K	0.1%	246
2017 Q3	$1.14M	Sell	25,177 -16,593	-40%	-$677K	0.07%	277
2017 Q2	$1.56M	Buy	41,770 +17,329	+71%	+$628K	0.11%	223
2017 Q1	$899K	Buy	24,441 +5,112	+26%	+$186K	0.06%	292
2016 Q4	$671K	Buy	19,329 +3,294	+21%	+$106K	0.05%	297
2016 Q3	$497K	Buy	16,035 +2,272	+17%	+$67K	0.03%	290
2016 Q2	$358K	Buy	13,763 +6,816	+98%	+$206K	0.03%	200
2016 Q1	$235K	Buy	+6,947	New	+$206K	0.02%	205

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northwest & Ethical Investments's BWA Position: Q3 2018 in Review

Northwest & Ethical Investments sold out of BorgWarner (BWA) in Q3 2018, closing a stake of 63,997 shares — an estimated $2.43M sold.

Northwest & Ethical Investments first reported a position in BWA in Q1 2016 and held it in 10 quarters. The position peaked at $2.43M in Q2 2018. 551 funds tracked by Wall St. Rank hold BWA as of Q3 2018.

Northwest & Ethical Investments reported no remaining BorgWarner position as of Q3 2018 after selling out during the quarter.
Northwest & Ethical Investments sold 63,997 BorgWarner shares in Q3 2018, an estimated $2.43M.
Northwest & Ethical Investments first reported a position in BorgWarner in Q1 2016 and held it in 10 quarters.
Northwest & Ethical Investments's BorgWarner position peaked at $2.43M in Q2 2018.
551 funds tracked by Wall St. Rank held BorgWarner as of Q3 2018.

Based on Northwest & Ethical Investments's 13F filing for Q3 2018, filed 8 Jul 2025.