tru Independence’s BorgWarner BWA Stock Holding History

tru Independence’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 Q3	–	Sell	-454	Closed	-$14	–	392
2020 Q2	$14	Hold	454	–	–	﹤0.01%	548
2020 Q1	$10	Hold	454	–	–	﹤0.01%	430
2019 Q4	$10K	Buy	+454	New	+$16.6K	﹤0.01%	559

Other funds holding BWA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

BCIM

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

tru Independence's BWA Position: Q3 2020 in Review

tru Independence sold out of BorgWarner (BWA) in Q3 2020, closing a stake of 454 shares — an estimated $14 sold.

tru Independence first reported a position in BWA in Q4 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 523 funds tracked by Wall St. Rank hold BWA as of Q3 2020.

tru Independence reported no remaining BorgWarner position as of Q3 2020 after selling out during the quarter.
tru Independence sold 454 BorgWarner shares in Q3 2020, an estimated $14.
tru Independence first reported a position in BorgWarner in Q4 2019 and held it in 3 quarters.
tru Independence's BorgWarner position peaked at $10K in Q4 2019.
523 funds tracked by Wall St. Rank held BorgWarner as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.