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	0.27%	118
2013 Q2	$2.78M	Buy	+73,265	New	+$2.58M	0.24%	143

Other funds holding BWA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return