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Horan Securities’s BorgWarner BWA Stock Holding History

Horan Securities’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
-7,735
Closed -$281K – 131
2024
Q3 		$281K Sell
7,735
-385
-5% -$12.7K 0.11% 107
2024
Q2 		$262K Buy
8,120
+1
+0% +$35 0.11% 99
2024
Q1 		$282K Sell
8,119
-8
-0.1% -$262 0.13% 87
2023
Q4 		$291K Buy
8,127
+180
+2% +$6.42K 0.15% 76
2023
Q3 		$321K Sell
7,947
-924
-10% -$39.1K 0.17% 65
2023
Q2 		$382K Buy
8,871
+209
+2% +$8.6K 0.16% 68
2023
Q1 		$374K Buy
8,662
+207
+2% +$8.57K 0.19% 55
2022
Q4 		$300K Sell
8,455
-214
-2% -$7.28K 0.17% 65
2022
Q3 		$240K Buy
8,669
+523
+6% +$16.9K 0.15% 74
2022
Q2 		$242K Buy
8,146
+4,371
+116% +$144K 0.15% 74
2022
Q1 		$129K Buy
3,775
+431
+13% +$16.1K 0.08% 114
2021
Q4 		$133K Buy
+3,344
New +$134K 0.08% 115

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 Securities's BWA Position: Q4 2024 in Review

Horan Securities sold out of BorgWarner (BWA) in Q4 2024, closing a stake of 7,735 shares — an estimated $281K sold.

Horan Securities first reported a position in BWA in Q4 2021 and held it in 12 quarters. The position peaked at $382K in Q2 2023. 630 funds tracked by Wall St. Rank hold BWA as of Q4 2024.

  • Horan Securities reported no remaining BorgWarner position as of Q4 2024 after selling out during the quarter.
  • Horan Securities sold 7,735 BorgWarner shares in Q4 2024, an estimated $281K.
  • Horan Securities first reported a position in BorgWarner in Q4 2021 and held it in 12 quarters.
  • Horan Securities's BorgWarner position peaked at $382K in Q2 2023.
  • 630 funds tracked by Wall St. Rank held BorgWarner as of Q4 2024.

Based on Horan Securities's 13F filing for Q4 2024, filed 7 Feb 2025.