Crewe Advisors’s BorgWarner BWA Stock Holding History

Crewe 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
2025 Q3	–	Sell	-10	Closed	-$335	–	975
2025 Q2	$335	Sell	10 -1	-9%	-$31	﹤0.01%	685
2025 Q1	$316	Hold	11	–	–	﹤0.01%	668
2024 Q4	$350	Sell	11 -199	-95%	-$6.78K	﹤0.01%	596
2024 Q3	$7.62K	Hold	210	–	–	﹤0.01%	526
2024 Q2	$6.77K	Hold	210	–	–	﹤0.01%	750
2024 Q1	$7.3K	Sell	210 -133	-39%	-$4.35K	﹤0.01%	668
2023 Q4	$12.3K	Buy	+343	New	+$12.2K	﹤0.01%	195
2023 Q2	–	Sell	-332	Closed	-$14.3K	–	892
2023 Q1	$14.3K	Hold	332	–	–	﹤0.01%	489
2022 Q4	$11.8K	Sell	332 -3	-0.9%	-$102	﹤0.01%	525
2022 Q3	$9K	Buy	335 +3	+0.9%	+$97	﹤0.01%	686
2022 Q2	$10K	Buy	+332	New	+$10.9K	﹤0.01%	588
2020 Q4	–	Sell	-55	Closed	-$2K	–	474
2020 Q3	$2K	Buy	+55	New	+$1.89K	﹤0.01%	480
2018 Q2	–	Sell	-64	Closed	-$3K	–	257
2018 Q1	$3K	Hold	64	–	–	﹤0.01%	246
2017 Q4	$3K	Buy	+64	New	+$2.96K	﹤0.01%	246

Other funds holding BWA

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

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

Dimensional Fund Advisors

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return