TIM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return