Estabrook Capital Management’s BorgWarner BWA Stock Holding History

Estabrook Capital 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
2026 Q1	$12.4K	Hold	229	–	–	﹤0.01%	274
2025 Q4	$10.3K	Sell	229 -12	-5%	-$526	﹤0.01%	271
2025 Q3	$10.6K	Sell	241 -8	-3%	-$320	﹤0.01%	270
2025 Q2	$8.34K	Hold	249	–	–	﹤0.01%	279
2025 Q1	$7.13K	Sell	249 -67	-21%	-$2.03K	﹤0.01%	272
2024 Q4	$10K	Sell	316 -1,572	-83%	-$53.5K	﹤0.01%	267
2024 Q3	$68.5K	Sell	1,888 -6	-0.3%	-$198	0.01%	180
2024 Q2	$61.1K	Sell	1,894 -17	-0.9%	-$589	0.01%	187
2024 Q1	$66.4K	Sell	1,911 -8	-0.4%	-$262	0.01%	187
2023 Q4	$68.8K	Hold	1,919	–	–	0.01%	178
2023 Q3	$77.5K	Sell	1,919 -272	-12%	-$11.5K	0.01%	174
2023 Q2	$94.3K	Sell	2,191 -12	-0.5%	-$494	0.02%	172
2023 Q1	$95.2K	Sell	2,203 -1	-0%	-$41	0.02%	173
2022 Q4	$78.1K	Sell	2,204 -2	-0.1%	-$68	0.01%	179
2022 Q3	$61K	Sell	2,206 -1	-0%	-$32	0.01%	194
2022 Q2	$64.8K	Sell	2,207 -4	-0.2%	-$132	0.01%	196
2022 Q1	$75.7K	Sell	2,211 -10	-0.5%	-$374	0.01%	195
2021 Q4	$88.1K	Sell	2,221 -10	-0.4%	-$402	0.01%	190
2021 Q3	$84.9K	Sell	2,231 -13	-0.6%	-$517	0.01%	165
2021 Q2	$95.9K	Hold	2,244	–	–	0.01%	165
2021 Q1	$91.6K	Sell	2,244 -100	-4%	-$3.9K	0.01%	170
2020 Q4	$79.7K	Sell	2,344 -36	-2%	-$1.22K	0.01%	172
2020 Q3	$81.2K	Sell	2,380 -114	-5%	-$3.92K	0.01%	159
2020 Q2	$77.5K	Sell	2,494 -6	-0.2%	-$158	0.01%	165
2020 Q1	$53.6K	Sell	2,500 -1,043	-29%	-$30.2K	0.01%	178
2019 Q4	$135K	Sell	3,543 -318	-8%	-$11.7K	0.02%	157
2019 Q3	$125K	Sell	3,861 -68	-2%	-$2.19K	0.02%	154
2019 Q2	$145K	Sell	3,929 -5	-0.1%	-$177	0.02%	148
2019 Q1	$133K	Sell	3,934 -59	-1%	-$2.04K	0.02%	147
2018 Q4	$122K	Sell	3,993 -3	-0.1%	-$101	0.02%	144
2018 Q3	$151K	Buy	3,996 +38	+1%	+$1.49K	0.02%	146
2018 Q2	$150K	Sell	3,958 -170	-4%	-$7.49K	0.02%	145
2018 Q1	$183K	Sell	4,128 -95	-2%	-$4.41K	0.03%	138
2017 Q4	$190K	Sell	4,223 -516	-11%	-$23.9K	0.03%	141
2017 Q3	$214K	Sell	4,739 -417	-8%	-$17K	0.03%	136
2017 Q2	$192K	Hold	5,156	–	–	0.03%	140
2017 Q1	$190K	Buy	5,156 +21	+0.4%	+$765	0.03%	139
2016 Q4	$178K	Sell	5,135 -7,904	-61%	-$255K	0.03%	146
2016 Q3	$404K	Sell	13,039 -690	-5%	-$20.3K	0.06%	112
2016 Q2	$357K	Buy	13,729 +423	+3%	+$12.8K	0.05%	116
2016 Q1	$450K	Buy	13,306 +459	+4%	+$13.6K	0.07%	104
2015 Q4	$489K	Sell	12,847 -7,364	-36%	-$276K	0.07%	100
2015 Q3	$740K	Sell	20,211 -7,061	-26%	-$294K	0.11%	87
2015 Q2	$1.36M	Sell	27,272 -3,562	-12%	-$190K	0.17%	73
2015 Q1	$1.64M	Buy	30,834 +531	+2%	+$27K	0.19%	70
2014 Q4	$1.47M	Sell	30,303 -3,173	-9%	-$155K	0.16%	72
2014 Q3	$1.55M	Sell	33,476 -1,983	-6%	-$109K	0.17%	72
2014 Q2	$2.03M	Sell	35,459 -7,575	-18%	-$417K	0.21%	65
2014 Q1	$2.33M	Sell	43,034 -3,501	-8%	-$179K	0.24%	63
2013 Q4	$2.29M	Buy	46,535 +9,520	+26%	+$441K	0.24%	64
2013 Q3	$1.65M	Sell	37,015 -7,041	-16%	-$296K	0.18%	78
2013 Q2	$1.67M	Buy	+44,056	New	+$1.55M	0.18%	78

Other funds holding BWA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Estabrook Capital Management's BWA Position: Q1 2026 in Review

Estabrook Capital Management held its BorgWarner (BWA) position steady in Q1 2026 at 229 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Estabrook Capital Management first reported a position in BWA in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.33M in Q1 2014. 710 funds tracked by Wall St. Rank hold BWA as of Q1 2026.

Estabrook Capital Management held 229 shares of BorgWarner worth $12.4K as of Q1 2026.
Estabrook Capital Management left its BorgWarner share count unchanged in Q1 2026.
BorgWarner made up ﹤0.01% of Estabrook Capital Management's portfolio in Q1 2026, its #274 holding.
Estabrook Capital Management first reported a position in BorgWarner in Q2 2013 and has held it in 52 quarters since.
Estabrook Capital Management's BorgWarner position peaked at $2.33M in Q1 2014.
710 funds tracked by Wall St. Rank held BorgWarner as of Q1 2026.

Based on Estabrook Capital Management's 13F filing for Q1 2026, filed 14 May 2026.