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Robert Olstein’s BorgWarner BWA Stock Holding History

Robert Olstein’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
Q1 		– Sell
-194,256
Closed -$7.42M – 103
2019
Q4 		$7.42M Sell
194,256
-18,176
-9% -$666K 1.15% 37
2019
Q3 		$6.86M Buy
212,432
+31,808
+18% +$1.02M 1.07% 37
2019
Q2 		$6.67M Buy
180,624
+13,632
+8% +$483K 1.08% 36
2019
Q1 		$5.65M Sell
166,992
-21,720
-12% -$751K 0.93% 50
2018
Q4 		$5.77M Buy
188,712
+13,768
+8% +$461K 0.94% 48
2018
Q3 		$6.59M Buy
174,944
+21,584
+14% +$848K 0.88% 57
2018
Q2 		$5.83M Buy
153,360
+38,624
+34% +$1.7M 0.77% 62
2018
Q1 		$5.07M Buy
114,736
+32,944
+40% +$1.53M 0.65% 78
2017
Q4 		$3.68M Sell
81,792
-9,088
-10% -$420K 0.47% 85
2017
Q3 		$4.1M Sell
90,880
-11,360
-11% -$464K 0.53% 85
2017
Q2 		$3.81M Buy
102,240
+3,408
+3% +$124K 0.48% 93
2017
Q1 		$3.64M Hold
98,832
– – 0.47% 92
2016
Q4 		$3.43M Buy
+98,832
New +$3.19M 0.44% 89

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Robert Olstein's BWA Position: Q1 2020 in Review

Robert Olstein sold out of BorgWarner (BWA) in Q1 2020, closing a stake of 194,256 shares — an estimated $7.42M sold.

Robert Olstein first reported a position in BWA in Q4 2016 and held it in 13 quarters. The position peaked at $7.42M in Q4 2019. 480 funds tracked by Wall St. Rank hold BWA as of Q1 2020.

  • Robert Olstein reported no remaining BorgWarner position as of Q1 2020 after selling out during the quarter.
  • Robert Olstein sold 194,256 BorgWarner shares in Q1 2020, an estimated $7.42M.
  • Robert Olstein first reported a position in BorgWarner in Q4 2016 and held it in 13 quarters.
  • Robert Olstein's BorgWarner position peaked at $7.42M in Q4 2019.
  • 480 funds tracked by Wall St. Rank held BorgWarner as of Q1 2020.

Based on Olstein Capital Management's 13F filing for Q1 2020, filed 12 May 2020.