CIM
BWA icon

Corda Investment Management’s BorgWarner BWA Stock Holding History

Corda Investment 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
2024
Q4 		– Sell
-281,590
Closed -$10.2M – 73
2024
Q3 		$10.2M Sell
281,590
-12,140
-4% -$400K 0.8% 40
2024
Q2 		$9.47M Buy
293,730
+2,631
+0.9% +$91.1K 0.77% 40
2024
Q1 		$10.1M Buy
291,099
+20,241
+7% +$662K 0.8% 38
2023
Q4 		$9.71M Buy
270,858
+818
+0.3% +$29.2K 0.82% 39
2023
Q3 		$10.9M Sell
270,040
-32,187
-11% -$1.36M 0.99% 36
2023
Q2 		$11.5M Buy
302,227
+9,470
+3% +$389K 0.9% 43
2023
Q1 		$12.7M Sell
292,757
-2,702
-0.9% -$112K 1.01% 43
2022
Q4 		$10.5M Buy
295,459
+3,004
+1% +$102K 0.85% 45
2022
Q3 		$8.08M Buy
292,455
+21,942
+8% +$708K 0.72% 44
2022
Q2 		$7.95M Buy
270,513
+34,157
+14% +$1.12M 0.67% 45
2022
Q1 		$8.09M Buy
236,356
+52,451
+29% +$1.96M 0.63% 49
2021
Q4 		$7.3M Buy
+183,905
New +$7.39M 0.57% 48

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Corda Investment Management's BWA Position: Q4 2024 in Review

Corda Investment Management sold out of BorgWarner (BWA) in Q4 2024, closing a stake of 281,590 shares — an estimated $10.2M sold.

Corda Investment Management first reported a position in BWA in Q4 2021 and held it in 12 quarters. The position peaked at $12.7M in Q1 2023. 630 funds tracked by Wall St. Rank hold BWA as of Q4 2024.

  • Corda Investment Management reported no remaining BorgWarner position as of Q4 2024 after selling out during the quarter.
  • Corda Investment Management sold 281,590 BorgWarner shares in Q4 2024, an estimated $10.2M.
  • Corda Investment Management first reported a position in BorgWarner in Q4 2021 and held it in 12 quarters.
  • Corda Investment Management's BorgWarner position peaked at $12.7M in Q1 2023.
  • 630 funds tracked by Wall St. Rank held BorgWarner as of Q4 2024.

Based on Corda Investment Management's 13F filing for Q4 2024, filed 5 Feb 2025.