Westover Capital Advisors’s BorgWarner BWA Stock Holding History

Westover Capital 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
2022 Q1	–	Sell	-33,397	Closed	-$1.32M	–	180
2021 Q4	$1.32M	Sell	33,397 -7,711	-19%	-$310K	0.39%	66
2021 Q3	$1.56M	Buy	41,108 +5,016	+14%	+$199K	0.49%	59
2021 Q2	$1.54M	Buy	36,092 +20,491	+131%	+$902K	0.49%	61
2021 Q1	$637K	Buy	+15,601	New	+$608K	0.22%	88
2018 Q1	–	Sell	-14,051	Closed	-$632K	–	108
2017 Q4	$632K	Sell	14,051 -76	-0.5%	-$3.51K	0.35%	79
2017 Q3	$637K	Sell	14,127 -68	-0.5%	-$2.78K	0.37%	71
2017 Q2	$529K	Buy	14,195 +227	+2%	+$8.23K	0.35%	65
2017 Q1	$514K	Sell	13,968 -783	-5%	-$28.5K	0.34%	69
2016 Q4	$512K	Buy	+14,751	New	+$476K	0.37%	66

Other funds holding BWA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return