Squar Milner Financial Services’s BorgWarner BWA Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-58	Closed	-$1K	–	281
2020 Q1	$1K	Hold	58	–	–	﹤0.01%	704
2019 Q4	$2K	Buy	+58	New	+$2.13K	﹤0.01%	730
2019 Q3	–	Sell	-58	Closed	-$2K	–	289
2019 Q2	$2K	Sell	58 -48	-45%	-$1.7K	﹤0.01%	721
2019 Q1	$3K	Hold	106	–	–	﹤0.01%	718
2018 Q4	$3K	Hold	106	–	–	﹤0.01%	635
2018 Q3	$4K	Hold	106	–	–	﹤0.01%	638
2018 Q2	$4K	Buy	+106	New	+$4.67K	﹤0.01%	734

Other funds holding BWA

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

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

BlackRock New York $5.72T AUM 30.48% 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

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

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

CVA

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

Squar Milner Financial Services's BWA Position: Q2 2020 in Review

Squar Milner Financial Services sold out of BorgWarner (BWA) in Q2 2020, closing a stake of 58 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in BWA in Q2 2018 and held it in 7 quarters. The position peaked at $4K in Q3 2018. 502 funds tracked by Wall St. Rank hold BWA as of Q2 2020.

Squar Milner Financial Services reported no remaining BorgWarner position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 58 BorgWarner shares in Q2 2020, an estimated $1K.
Squar Milner Financial Services first reported a position in BorgWarner in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's BorgWarner position peaked at $4K in Q3 2018.
502 funds tracked by Wall St. Rank held BorgWarner as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.