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Horan Capital Advisors’s BorgWarner BWA Stock Holding History

Horan Capital 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
2024
Q4 		– Sell
-85,038
Closed -$3.09M – 115
2024
Q3 		$3.09M Sell
85,038
-1,598
-2% -$52.7K 1.03% 35
2024
Q2 		$2.79M Sell
86,636
-1,513
-2% -$52.4K 0.98% 37
2024
Q1 		$3.06M Sell
88,149
-2,188
-2% -$71.6K 1.09% 36
2023
Q4 		$3.24M Sell
90,337
-2,679
-3% -$95.6K 1.19% 30
2023
Q3 		$3.76M Sell
93,016
-14,363
-13% -$608K 1.51% 22
2023
Q2 		$4.62M Buy
107,379
+571
+0.5% +$23.5K 1.81% 13
2023
Q1 		$4.62M Sell
106,808
-279
-0.3% -$11.6K 1.9% 11
2022
Q4 		$3.79M Sell
107,087
-4,414
-4% -$150K 1.66% 20
2022
Q3 		$3.08M Buy
111,501
+1,870
+2% +$60.3K 1.49% 26
2022
Q2 		$3.22M Buy
109,631
+55,686
+103% +$1.83M 1.5% 25
2022
Q1 		$1.85M Buy
53,945
+1,512
+3% +$56.5K 0.74% 47
2021
Q4 		$2.08M Buy
+52,433
New +$2.11M 0.82% 44

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Horan Capital Advisors's BWA Position: Q4 2024 in Review

Horan Capital Advisors sold out of BorgWarner (BWA) in Q4 2024, closing a stake of 85,038 shares — an estimated $3.09M sold.

Horan Capital Advisors first reported a position in BWA in Q4 2021 and held it in 12 quarters. The position peaked at $4.62M in Q2 2023. 630 funds tracked by Wall St. Rank hold BWA as of Q4 2024.

  • Horan Capital Advisors reported no remaining BorgWarner position as of Q4 2024 after selling out during the quarter.
  • Horan Capital Advisors sold 85,038 BorgWarner shares in Q4 2024, an estimated $3.09M.
  • Horan Capital Advisors first reported a position in BorgWarner in Q4 2021 and held it in 12 quarters.
  • Horan Capital Advisors's BorgWarner position peaked at $4.62M in Q2 2023.
  • 630 funds tracked by Wall St. Rank held BorgWarner as of Q4 2024.

Based on Horan Capital Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.