TI
BWA icon

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

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
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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $14K sold.

tru Independence first reported a position in BWA in Q4 2019 and held it in 3 quarters. The position peaked at $14K in Q2 2020. 524 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 $14K.
  • tru Independence first reported a position in BorgWarner in Q4 2019 and held it in 3 quarters.
  • tru Independence's BorgWarner position peaked at $14K in Q2 2020.
  • 524 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.