WCM
BWA icon

Weld Capital Management’s BorgWarner BWA Stock Holding History

Weld Capital 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
Q1 		– Sell
-18,396
Closed -$702K – 454
2019
Q4 		$702K Sell
18,396
-10,134
-36% -$371K 0.14% 257
2019
Q3 		$921K Buy
+28,530
New +$919K 0.17% 183
2019
Q1 		– Sell
-9,496
Closed -$290K – 666
2018
Q4 		$290K Buy
+9,496
New +$318K 0.07% 505

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
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Weld Capital Management's BWA Position: Q1 2020 in Review

Weld Capital Management sold out of BorgWarner (BWA) in Q1 2020, closing a stake of 18,396 shares — an estimated $702K sold.

Weld Capital Management first reported a position in BWA in Q4 2018 and held it in 3 quarters. The position peaked at $921K in Q3 2019. 480 funds tracked by Wall St. Rank hold BWA as of Q1 2020.

  • Weld Capital Management reported no remaining BorgWarner position as of Q1 2020 after selling out during the quarter.
  • Weld Capital Management sold 18,396 BorgWarner shares in Q1 2020, an estimated $702K.
  • Weld Capital Management first reported a position in BorgWarner in Q4 2018 and held it in 3 quarters.
  • Weld Capital Management's BorgWarner position peaked at $921K in Q3 2019.
  • 480 funds tracked by Wall St. Rank held BorgWarner as of Q1 2020.

Based on Weld Capital Management's 13F filing for Q1 2020, filed 15 May 2020.