SkyOak Wealth’s BorgWarner BWA Stock Holding History

SkyOak 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
2020 Q3	–	Sell	-13,232	Closed	-$411K	–	212
2020 Q2	$411K	Buy	+13,232	New	+$349K	0.15%	143

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

SkyOak Wealth's BWA Position: Q3 2020 in Review

SkyOak Wealth sold out of BorgWarner (BWA) in Q3 2020, closing a stake of 13,232 shares — an estimated $411K sold.

SkyOak Wealth first reported a position in BWA in Q2 2020 and held it in 1 quarter. The position peaked at $411K in Q2 2020. 523 funds tracked by Wall St. Rank hold BWA as of Q3 2020.

SkyOak Wealth reported no remaining BorgWarner position as of Q3 2020 after selling out during the quarter.
SkyOak Wealth sold 13,232 BorgWarner shares in Q3 2020, an estimated $411K.
SkyOak Wealth first reported a position in BorgWarner in Q2 2020 and held it in 1 quarter.
SkyOak Wealth's BorgWarner position peaked at $411K in Q2 2020.
523 funds tracked by Wall St. Rank held BorgWarner as of Q3 2020.

Based on SkyOak Wealth's 13F filing for Q3 2020, filed 3 Nov 2020.