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Omnia Family Wealth’s BorgWarner BWA Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-44
Closed -$1K – 161
2019
Q1 		$1K Hold
44
– – ﹤0.01% 521
2018
Q4 		$1K Hold
44
– – ﹤0.01% 479
2018
Q3 		$2K Hold
44
– – ﹤0.01% 424
2018
Q2 		$2K Hold
44
– – ﹤0.01% 407
2018
Q1 		$2K Hold
44
– – ﹤0.01% 417
2017
Q4 		$2K Hold
44
– – ﹤0.01% 419
2017
Q3 		$2K Sell
44
-88
-67% -$3.59K ﹤0.01% 439
2017
Q2 		$5K Hold
132
– – ﹤0.01% 381
2017
Q1 		$5K Hold
132
– – ﹤0.01% 367
2016
Q4 		$5K Buy
+132
New +$4.26K ﹤0.01% 366

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return