Wolverine Asset Management’s BorgWarner BWA Stock Holding History

Wolverine Asset 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
2021 Q2	–	Sell	-8,548	Closed	-$348K	–	2189
2021 Q1	$348K	Buy	+8,548	New	+$333K	﹤0.01%	1032
2020 Q1	–	Sell	-10,124	Closed	-$386K	–	1464
2019 Q4	$386K	Sell	10,124 -86,436	-90%	-$3.17M	0.01%	849
2019 Q3	$3.12M	Buy	+96,560	New	+$3.11M	0.07%	314
2019 Q2	–	Sell	-51,120	Closed	-$1.73M	–	1431
2019 Q1	$1.73M	Buy	51,120 +17,040	+50%	+$589K	0.04%	477
2018 Q4	$1.04M	Buy	+34,080	New	+$1.14M	0.02%	776
2016 Q2	–	Sell	-81,338	Closed	-$2.75M	–	1229
2016 Q1	$2.75M	Buy	+81,338	New	+$2.41M	0.09%	237
2014 Q4	–	Hold	0	–	–	–	2248
2014 Q3	–	Hold	0	–	–	–	2496
2014 Q1	–	Hold	0	–	–	–	2485
2013 Q4	–	Hold	0	–	–	–	2730
2013 Q3	–	Sell	-870	Closed	-$36.5K	–	2706
2013 Q2	$32K	Buy	+870	New	+$30.6K	﹤0.01%	1847

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return