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Trust Investment Advisors’s BorgWarner BWA Stock Holding History

Trust Investment Advisors’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
Q2 		– Sell
-22,720
Closed -$487K – 76
2020
Q1 		$487K Buy
22,720
+341
+2% +$9.86K 0.81% 47
2019
Q4 		$855K Sell
22,379
-1,023
-4% -$37.5K 1.06% 44
2019
Q3 		$756K Sell
23,402
-56
-0.2% -$1.8K 0.98% 50
2019
Q2 		$867K Buy
+23,458
New +$831K 1.09% 42

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Trust Investment Advisors's BWA Position: Q2 2020 in Review

Trust Investment Advisors sold out of BorgWarner (BWA) in Q2 2020, closing a stake of 22,720 shares — an estimated $487K sold.

Trust Investment Advisors first reported a position in BWA in Q2 2019 and held it in 4 quarters. The position peaked at $867K in Q2 2019. 502 funds tracked by Wall St. Rank hold BWA as of Q2 2020.

  • Trust Investment Advisors reported no remaining BorgWarner position as of Q2 2020 after selling out during the quarter.
  • Trust Investment Advisors sold 22,720 BorgWarner shares in Q2 2020, an estimated $487K.
  • Trust Investment Advisors first reported a position in BorgWarner in Q2 2019 and held it in 4 quarters.
  • Trust Investment Advisors's BorgWarner position peaked at $867K in Q2 2019.
  • 502 funds tracked by Wall St. Rank held BorgWarner as of Q2 2020.

Based on Trust Investment Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.