Sumitomo Life Insurance’s BorgWarner BWA Stock Holding History

Sumitomo Life Insurance’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
2016 Q3	–	Sell	-34,984	Closed	-$909K	–	292
2016 Q2	$909K	Sell	34,984 -1,191	-3%	-$36K	0.12%	238
2016 Q1	$1.22M	Sell	36,175 -1,095	-3%	-$32.5K	0.16%	209
2015 Q4	$1.42M	Sell	37,270 -878	-2%	-$33K	0.18%	184
2015 Q3	$1.4M	Sell	38,148 -974	-2%	-$40.5K	0.19%	189
2015 Q2	$1.96M	Sell	39,122 -4,839	-11%	-$258K	0.24%	145
2015 Q1	$2.34M	Sell	43,961 -4,650	-10%	-$237K	0.26%	132
2014 Q4	$2.35M	Sell	48,611 -2,686	-5%	-$131K	0.23%	158
2014 Q3	$2.38M	Sell	51,297 -1,405	-3%	-$77K	0.23%	157
2014 Q2	$3.02M	Buy	52,702 +276	+0.5%	+$15.2K	0.29%	116
2014 Q1	$2.84M	Sell	52,426 -5,094	-9%	-$260K	0.28%	126
2013 Q4	$2.83M	Sell	57,520 -2,493	-4%	-$115K	0.25%	140
2013 Q3	$2.68M	Sell	60,013 -2,183	-4%	-$91.7K	0.25%	147
2013 Q2	$2.36M	Buy	+62,196	New	+$2.19M	0.23%	166

Other funds holding BWA

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Sumitomo Life Insurance's BWA Position: Q3 2016 in Review

Sumitomo Life Insurance sold out of BorgWarner (BWA) in Q3 2016, closing a stake of 34,984 shares — an estimated $909K sold.

Sumitomo Life Insurance first reported a position in BWA in Q2 2013 and held it in 13 quarters. The position peaked at $3.02M in Q2 2014. 478 funds tracked by Wall St. Rank hold BWA as of Q3 2016.

Sumitomo Life Insurance reported no remaining BorgWarner position as of Q3 2016 after selling out during the quarter.
Sumitomo Life Insurance sold 34,984 BorgWarner shares in Q3 2016, an estimated $909K.
Sumitomo Life Insurance first reported a position in BorgWarner in Q2 2013 and held it in 13 quarters.
Sumitomo Life Insurance's BorgWarner position peaked at $3.02M in Q2 2014.
478 funds tracked by Wall St. Rank held BorgWarner as of Q3 2016.

Based on Sumitomo Life Insurance's 13F filing for Q3 2016, filed 25 Oct 2016.