Shine Investment Advisory Services’s BorgWarner BWA Stock Holding History

Shine Investment Advisory Services’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 Q3	$25K	Hold	733	–	–	0.01%	413
2020 Q2	$23K	Hold	733	–	–	0.01%	440
2020 Q1	$16K	Hold	733	–	–	0.01%	451
2019 Q4	$28K	Hold	733	–	–	0.01%	435
2019 Q3	$24K	Hold	733	–	–	0.01%	427
2019 Q2	$27K	Hold	733	–	–	0.01%	418
2019 Q1	$25K	Hold	733	–	–	0.01%	435
2018 Q4	$22K	Hold	733	–	–	0.01%	421
2018 Q3	$28K	Hold	733	–	–	0.01%	398
2018 Q2	$28K	Hold	733	–	–	0.01%	398
2018 Q1	$32K	Hold	733	–	–	0.02%	379
2017 Q4	$33K	Hold	733	–	–	0.02%	377
2017 Q3	$33K	Hold	733	–	–	0.02%	369
2017 Q2	$27K	Buy	+733	New	+$26.6K	0.01%	387

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Shine Investment Advisory Services's BWA Position: Q3 2020 in Review

Shine Investment Advisory Services held its BorgWarner (BWA) position steady in Q3 2020 at 733 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #413.

Shine Investment Advisory Services first reported a position in BWA in Q2 2017 and has held it in 14 quarters since. The position peaked at $33K in Q4 2017. 524 funds tracked by Wall St. Rank hold BWA as of Q3 2020.

Shine Investment Advisory Services held 733 shares of BorgWarner worth $25K as of Q3 2020.
Shine Investment Advisory Services left its BorgWarner share count unchanged in Q3 2020.
BorgWarner made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #413 holding.
Shine Investment Advisory Services first reported a position in BorgWarner in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's BorgWarner position peaked at $33K in Q4 2017.
524 funds tracked by Wall St. Rank held BorgWarner as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.