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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westover Capital Advisors's BWA Position: Q1 2022 in Review

Westover Capital Advisors sold out of BorgWarner (BWA) in Q1 2022, closing a stake of 33,397 shares — an estimated $1.32M sold.

Westover Capital Advisors first reported a position in BWA in Q4 2016 and held it in 9 quarters. The position peaked at $1.56M in Q3 2021. 613 funds tracked by Wall St. Rank hold BWA as of Q1 2022.

Westover Capital Advisors reported no remaining BorgWarner position as of Q1 2022 after selling out during the quarter.
Westover Capital Advisors sold 33,397 BorgWarner shares in Q1 2022, an estimated $1.32M.
Westover Capital Advisors first reported a position in BorgWarner in Q4 2016 and held it in 9 quarters.
Westover Capital Advisors's BorgWarner position peaked at $1.56M in Q3 2021.
613 funds tracked by Wall St. Rank held BorgWarner as of Q1 2022.

Based on Westover Capital Advisors's 13F filing for Q1 2022, filed 13 May 2022.