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Winslow Evans & Crocker’s BorgWarner BWA Stock Holding History

Winslow Evans & Crocker’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
Q4 		$29K Buy
860
+457
+113% +$15.5K 0.01% 704
2020
Q3 		$14K Sell
403
-313
-44% -$10.8K ﹤0.01% 680
2020
Q2 		$22K Buy
716
+141
+25% +$3.71K 0.01% 593
2020
Q1 		$14K Sell
575
-68
-11% -$1.97K ﹤0.01% 631
2019
Q4 		$26K Buy
643
+382
+146% +$14K 0.01% 617
2019
Q3 		$10K Hold
261
– – ﹤0.01% 796
2019
Q2 		$10K Hold
261
– – ﹤0.01% 812
2019
Q1 		$10K Hold
261
– – ﹤0.01% 804
2018
Q4 		$8K Hold
261
– – ﹤0.01% 799
2018
Q3 		$10K Hold
261
– – ﹤0.01% 789
2018
Q2 		$10K Sell
261
-57
-18% -$2.51K ﹤0.01% 788
2018
Q1 		$14K Hold
318
– – ﹤0.01% 721
2017
Q4 		$14.3K Sell
318
-275
-46% -$12.7K ﹤0.01% 732
2017
Q3 		$26.7K Hold
593
– – 0.01% 596
2017
Q2 		$22.1K Sell
593
-16
-3% -$580 0.01% 726
2017
Q1 		$22.4K Buy
609
+39
+7% +$1.42K 0.01% 708
2016
Q4 		$19.8K Hold
570
– – 0.01% 726
2016
Q3 		$17.6K Sell
570
-5
-0.9% -$147 0.01% 763
2016
Q2 		$14.9K Sell
575
-88
-13% -$2.66K ﹤0.01% 777
2016
Q1 		$22.4K Sell
663
-114
-15% -$3.38K 0.01% 672
2015
Q4 		$29.5K Buy
777
+18
+2% +$676 0.01% 653
2015
Q3 		$27.7K Sell
759
-38
-5% -$1.58K 0.01% 639
2015
Q2 		$39.9K Buy
797
+536
+205% +$28.6K 0.01% 596
2015
Q1 		$13.9K Hold
261
– – ﹤0.01% 813
2014
Q4 		$12.6K Hold
261
– – ﹤0.01% 835
2014
Q3 		$12.1K Sell
261
-43
-14% -$2.36K ﹤0.01% 854
2014
Q2 		$17.5K Hold
304
– – 0.01% 709
2014
Q1 		$16.5K Hold
304
– – 0.01% 716
2013
Q4 		$15K Buy
+304
New +$14.1K 0.01% 782

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

Winslow Evans & Crocker's BWA Position: Q4 2020 in Review

Winslow Evans & Crocker increased its BorgWarner (BWA) stake by 113% in Q4 2020, buying an estimated $15.5K and bringing the position to 860 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #704.

Winslow Evans & Crocker first reported a position in BWA in Q4 2013 and has held it in 29 quarters since. The position peaked at $39.9K in Q2 2015. 564 funds tracked by Wall St. Rank hold BWA as of Q4 2020.

  • Winslow Evans & Crocker held 860 shares of BorgWarner worth $29K as of Q4 2020.
  • Winslow Evans & Crocker bought 457 BorgWarner shares in Q4 2020, an estimated $15.5K.
  • BorgWarner made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #704 holding.
  • Winslow Evans & Crocker first reported a position in BorgWarner in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's BorgWarner position peaked at $39.9K in Q2 2015.
  • 564 funds tracked by Wall St. Rank held BorgWarner as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.