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Rational Advisors’s BorgWarner BWA Stock Holding History

Rational Advisors’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
Q4 		– Sell
-170
Closed -$6K – 261
2020
Q3 		$6K Buy
+170
New +$5.84K ﹤0.01% 340
2020
Q1 		– Sell
-1,044
Closed -$40K – 211
2019
Q4 		$40K Buy
1,044
+679
+186% +$24.9K 0.02% 373
2019
Q3 		$12K Buy
365
+326
+836% +$10.5K ﹤0.01% 485
2019
Q2 		$1K Sell
39
-406
-91% -$14.4K ﹤0.01% 547
2019
Q1 		$15K Buy
445
+398
+847% +$13.8K ﹤0.01% 405
2018
Q4 		$1K Buy
47
+3
+7% +$101 ﹤0.01% 496
2018
Q3 		$2K Sell
44
-82
-65% -$3.22K ﹤0.01% 461
2018
Q2 		$5K Buy
126
+112
+800% +$4.94K ﹤0.01% 384
2018
Q1 		$1K Buy
+14
New +$651 ﹤0.01% 487
2015
Q3 		$30K Sell
820
-3,289
-80% -$137K 0.01% 274
2015
Q2 		$206K Sell
4,109
-513
-11% -$27.4K 0.07% 174
2015
Q1 		$246K Sell
4,622
-514
-10% -$26.2K 0.06% 180
2014
Q4 		$248K Buy
+5,136
New +$250K 0.05% 209
2013
Q4 		$3.85M Buy
78,264
+4,288
+6% +$199K 0.33% 97
2013
Q3 		$3.3M Buy
73,976
+711
+1% +$29.9K 0.25% 118
2013
Q2 		$2.78M Buy
+73,265
New +$2.58M 0.23% 143

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Rational Advisors's BWA Position: Q4 2020 in Review

Rational Advisors sold out of BorgWarner (BWA) in Q4 2020, closing a stake of 170 shares — an estimated $6K sold.

Rational Advisors first reported a position in BWA in Q2 2013 and held it in 16 quarters. The position peaked at $3.85M in Q4 2013. 564 funds tracked by Wall St. Rank hold BWA as of Q4 2020.

  • Rational Advisors reported no remaining BorgWarner position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 170 BorgWarner shares in Q4 2020, an estimated $6K.
  • Rational Advisors first reported a position in BorgWarner in Q2 2013 and held it in 16 quarters.
  • Rational Advisors's BorgWarner position peaked at $3.85M in Q4 2013.
  • 564 funds tracked by Wall St. Rank held BorgWarner as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.