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Harel Insurance Investments & Financial Services’s BorgWarner BWA Stock Holding History

Harel Insurance Investments & Financial Services’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
Q1 		– Sell
-772
Closed -$25K – 493
2024
Q4 		$25K Sell
772
-212
-22% -$7.22K ﹤0.01% 370
2024
Q3 		$36K Sell
984
-132
-12% -$4.35K ﹤0.01% 376
2024
Q2 		$36K Sell
1,116
-71
-6% -$2.46K ﹤0.01% 407
2024
Q1 		$41K Sell
1,187
-227
-16% -$7.42K ﹤0.01% 387
2023
Q4 		$51K Sell
1,414
-9
-0.6% -$321 ﹤0.01% 418
2023
Q3 		$57K Sell
1,423
-2,327
-62% -$98.6K ﹤0.01% 443
2023
Q2 		$160K Sell
3,750
-14,933
-80% -$614K ﹤0.01% 335
2023
Q1 		$795K Buy
18,683
+9,994
+115% +$414K 0.02% 186
2022
Q4 		$308K Buy
8,689
+5,687
+189% +$193K 0.01% 248
2022
Q3 		$84K Sell
3,002
-173
-5% -$5.58K ﹤0.01% 420
2022
Q2 		$93K Sell
3,175
-2,024
-39% -$66.7K ﹤0.01% 414
2022
Q1 		$178K Sell
5,199
-1,423
-21% -$53.2K ﹤0.01% 361
2021
Q4 		$261K Sell
6,622
-1,387
-17% -$55.7K ﹤0.01% 351
2021
Q3 		$305K Sell
8,009
-2,418
-23% -$96.2K 0.01% 301
2021
Q2 		$446K Sell
10,427
-22,151
-68% -$976K 0.01% 484
2021
Q1 		$2.89M Buy
32,578
+30,533
+1,493% +$1.19M 0.05% 187
2020
Q4 		$224K Buy
+2,045
New +$69.3K 0.01% 482
2017
Q4 		– Sell
-3,073
Closed -$139K – 466
2017
Q3 		$139K Hold
3,073
– – 0.01% 219
2017
Q2 		$115K Hold
3,073
– – 0.01% 230
2017
Q1 		$105K Buy
+3,073
New +$112K 0.01% 206
2016
Q3 		– Sell
-3,607
Closed -$94K – 496
2016
Q2 		$94K Buy
+3,607
New +$109K 0.01% 252

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
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
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 $309B AUM 23.92% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BWA Position: Q1 2025 in Review

Harel Insurance Investments & Financial Services sold out of BorgWarner (BWA) in Q1 2025, closing a stake of 772 shares — an estimated $25K sold.

Harel Insurance Investments & Financial Services first reported a position in BWA in Q2 2016 and held it in 21 quarters. The position peaked at $2.89M in Q1 2021. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

  • Harel Insurance Investments & Financial Services reported no remaining BorgWarner position as of Q1 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 772 BorgWarner shares in Q1 2025, an estimated $25K.
  • Harel Insurance Investments & Financial Services first reported a position in BorgWarner in Q2 2016 and held it in 21 quarters.
  • Harel Insurance Investments & Financial Services's BorgWarner position peaked at $2.89M in Q1 2021.
  • 569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.