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Sun Life Financial’s BorgWarner BWA Stock Holding History

Sun Life Financial’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
2021
Q2 		– Sell
-162
Closed -$7K – 139
2021
Q1 		$7K Sell
162
-3
-2% -$117 ﹤0.01% 449
2020
Q4 		$6K Buy
165
+25
+18% +$848 ﹤0.01% 445
2020
Q3 		$5K Buy
+140
New +$4.81K ﹤0.01% 440
2017
Q2 		– Sell
-6
Closed -$108 – 577
2017
Q1 		$108 Buy
+6
New +$219 ﹤0.01% 382

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Sun Life Financial's BWA Position: Q2 2021 in Review

Sun Life Financial sold out of BorgWarner (BWA) in Q2 2021, closing a stake of 162 shares — an estimated $7K sold.

Sun Life Financial first reported a position in BWA in Q1 2017 and held it in 4 quarters. The position peaked at $7K in Q1 2021. 630 funds tracked by Wall St. Rank hold BWA as of Q2 2021.

  • Sun Life Financial reported no remaining BorgWarner position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 162 BorgWarner shares in Q2 2021, an estimated $7K.
  • Sun Life Financial first reported a position in BorgWarner in Q1 2017 and held it in 4 quarters.
  • Sun Life Financial's BorgWarner position peaked at $7K in Q1 2021.
  • 630 funds tracked by Wall St. Rank held BorgWarner as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.