Triad Investment Management’s BorgWarner BWA Stock Holding History

Triad Investment Management’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 Q4	$1.91M	Sell	56,109 -800	-1%	-$27.1K	2.12%	24
2020 Q3	$1.94M	Sell	56,909 -35,167	-38%	-$1.21M	2.75%	18
2020 Q2	$2.86M	Sell	92,076 -786	-0.8%	-$20.7K	3.87%	8
2020 Q1	$1.99M	Buy	92,862 +27,938	+43%	+$808K	3.46%	11
2019 Q4	$2.48M	Sell	64,924 -382	-0.6%	-$14K	2.4%	20
2019 Q3	$2.11M	Sell	65,306 -22	-0%	-$709	2.29%	21
2019 Q2	$2.41M	Buy	65,328 +1,221	+2%	+$43.3K	2.5%	20
2019 Q1	$2.17M	Buy	64,107 +503	+0.8%	+$17.4K	2.21%	22
2018 Q4	$1.95M	Buy	+63,604	New	+$2.13M	2.55%	19

Other funds holding BWA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Triad Investment Management's BWA Position: Q4 2020 in Review

Triad Investment Management reduced its BorgWarner (BWA) stake by 1.4% in Q4 2020, selling an estimated $27.1K and leaving 56,109 shares worth $1.91M. The position accounts for 2.12% of the portfolio, ranked #24.

Triad Investment Management first reported a position in BWA in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.86M in Q2 2020. 564 funds tracked by Wall St. Rank hold BWA as of Q4 2020.

Triad Investment Management held 56,109 shares of BorgWarner worth $1.91M as of Q4 2020.
Triad Investment Management sold 800 BorgWarner shares in Q4 2020, an estimated $27.1K.
BorgWarner made up 2.12% of Triad Investment Management's portfolio in Q4 2020, its #24 holding.
Triad Investment Management first reported a position in BorgWarner in Q4 2018 and has held it in 9 quarters since.
Triad Investment Management's BorgWarner position peaked at $2.86M in Q2 2020.
564 funds tracked by Wall St. Rank held BorgWarner as of Q4 2020.

Based on Triad Investment Management's 13F filing for Q4 2020, filed 20 Jan 2021.