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HM Payson & Co’s BorgWarner BWA Stock Holding History

HM Payson & Co’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
-404
Closed -$12.8K – 1047
2024
Q4 		$12.8K Sell
404
-25
-6% -$851 ﹤0.01% 822
2024
Q3 		$15.6K Sell
429
-34
-7% -$1.12K ﹤0.01% 797
2024
Q2 		$14.9K Sell
463
-1,813
-80% -$62.8K ﹤0.01% 797
2024
Q1 		$79.1K Sell
2,276
-1,000
-31% -$32.7K ﹤0.01% 534
2023
Q4 		$117K Hold
3,276
– – ﹤0.01% 472
2023
Q3 		$132K Sell
3,276
-446
-12% -$18.9K ﹤0.01% 441
2023
Q2 		$160K Buy
3,722
+2,127
+133% +$87.5K ﹤0.01% 405
2023
Q1 		$69K Sell
1,595
-34
-2% -$1.41K ﹤0.01% 527
2022
Q4 		$57.7K Buy
1,629
+34
+2% +$1.16K ﹤0.01% 536
2022
Q3 		$44K Hold
1,595
– – ﹤0.01% 591
2022
Q2 		$47K Sell
1,595
-25
-2% -$823 ﹤0.01% 583
2022
Q1 		$55K Sell
1,620
-1,231
-43% -$46K ﹤0.01% 580
2021
Q4 		$113K Sell
2,851
-1,855
-39% -$74.5K ﹤0.01% 479
2021
Q3 		$179K Buy
4,706
+605
+15% +$24.1K ﹤0.01% 403
2021
Q2 		$175K Sell
4,101
-114
-3% -$5.02K ﹤0.01% 405
2021
Q1 		$172K Buy
4,215
+1,215
+41% +$47.4K ﹤0.01% 414
2020
Q4 		$102K Sell
3,000
-114
-4% -$3.87K ﹤0.01% 474
2020
Q3 		$106K Hold
3,114
– – ﹤0.01% 449
2020
Q2 		$97K Sell
3,114
-3,908
-56% -$103K ﹤0.01% 435
2020
Q1 		$151K Sell
7,022
-970
-12% -$28K 0.01% 359
2019
Q4 		$305K Hold
7,992
– – 0.01% 326
2019
Q3 		$258K Sell
7,992
-44,642
-85% -$1.44M 0.01% 344
2019
Q2 		$1.95M Sell
52,634
-164,150
-76% -$5.82M 0.07% 143
2019
Q1 		$7.33M Buy
216,784
+216,712
+300,989% +$7.5M 0.28% 77
2018
Q4 		$2K Sell
72
-28,396
-100% -$952K 0.01% 130
2018
Q3 		$1.07M Buy
+28,468
New +$1.12M 0.05% 170

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 $75.4B AUM 14.46% 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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HM Payson & Co's BWA Position: Q1 2025 in Review

HM Payson & Co sold out of BorgWarner (BWA) in Q1 2025, closing a stake of 404 shares — an estimated $12.8K sold.

HM Payson & Co first reported a position in BWA in Q3 2018 and held it in 26 quarters. The position peaked at $7.33M in Q1 2019. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

  • HM Payson & Co reported no remaining BorgWarner position as of Q1 2025 after selling out during the quarter.
  • HM Payson & Co sold 404 BorgWarner shares in Q1 2025, an estimated $12.8K.
  • HM Payson & Co first reported a position in BorgWarner in Q3 2018 and held it in 26 quarters.
  • HM Payson & Co's BorgWarner position peaked at $7.33M in Q1 2019.
  • 569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on HM Payson & Co's 13F filing for Q1 2025, filed 29 Apr 2025.