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Evermay Wealth Management’s BorgWarner BWA Stock Holding History

Evermay Wealth 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
2025
Q2 		– Sell
-1,550
Closed -$44.4K – 580
2025
Q1 		$44.4K Hold
1,550
– – 0.01% 336
2024
Q4 		$49.3K Hold
1,550
– – 0.01% 322
2024
Q3 		$56.3K Sell
1,550
-150
-9% -$4.95K 0.01% 326
2024
Q2 		$54.8K Hold
1,700
– – 0.01% 338
2024
Q1 		$59.1K Buy
1,700
+500
+42% +$16.4K 0.01% 338
2023
Q4 		$43K Hold
1,200
– – 0.01% 340
2023
Q3 		$48.4K Sell
1,200
-277
-19% -$11.7K 0.01% 311
2023
Q2 		$63.6K Hold
1,477
– – 0.01% 288
2023
Q1 		$63.8K Hold
1,477
– – 0.01% 280
2022
Q4 		$52.3K Hold
1,477
– – 0.01% 293
2022
Q3 		$41K Hold
1,477
– – 0.01% 296
2022
Q2 		$43K Buy
1,477
+114
+8% +$3.75K 0.01% 290
2022
Q1 		$47K Buy
1,363
+227
+20% +$8.48K 0.01% 302
2021
Q4 		$45K Hold
1,136
– – 0.01% 290
2021
Q3 		$43K Hold
1,136
– – 0.01% 278
2021
Q2 		$49K Buy
+1,136
New +$50K 0.01% 285
2020
Q1 		– Sell
-5,503
Closed -$210K – 138
2019
Q4 		$210K Buy
+5,503
New +$202K 0.05% 155
2019
Q3 		– Sell
-5,692
Closed -$210K – 150
2019
Q2 		$210K Buy
+5,692
New +$202K 0.06% 140
2019
Q1 		– Sell
-7,112
Closed -$218K – 147
2018
Q4 		$218K Sell
7,112
-2,858
-29% -$95.8K 0.07% 123
2018
Q3 		$375K Buy
9,970
+1,786
+22% +$70.2K 0.12% 94
2018
Q2 		$311K Sell
8,184
-1,163
-12% -$51.3K 0.1% 104
2018
Q1 		$413K Buy
+9,347
New +$434K 0.14% 82

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Evermay Wealth Management's BWA Position: Q2 2025 in Review

Evermay Wealth Management sold out of BorgWarner (BWA) in Q2 2025, closing a stake of 1,550 shares — an estimated $44.4K sold.

Evermay Wealth Management first reported a position in BWA in Q1 2018 and held it in 22 quarters. The position peaked at $413K in Q1 2018. 591 funds tracked by Wall St. Rank hold BWA as of Q2 2025.

  • Evermay Wealth Management reported no remaining BorgWarner position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 1,550 BorgWarner shares in Q2 2025, an estimated $44.4K.
  • Evermay Wealth Management first reported a position in BorgWarner in Q1 2018 and held it in 22 quarters.
  • Evermay Wealth Management's BorgWarner position peaked at $413K in Q1 2018.
  • 591 funds tracked by Wall St. Rank held BorgWarner as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.