Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s BorgWarner BWA Stock Holding History

Jacobs Levy Equity 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
-9,700
Closed -$278K – 1047
2025
Q1 		$278K Sell
9,700
-156,103
-94% -$4.74M ﹤0.01% 990
2024
Q4 		$5.27M Sell
165,803
-271,255
-62% -$9.24M 0.02% 423
2024
Q3 		$15.9M Sell
437,058
-951,358
-69% -$31.4M 0.06% 264
2024
Q2 		$44.8M Buy
1,388,416
+35,993
+3% +$1.25M 0.19% 126
2024
Q1 		$47M Buy
1,352,423
+125,727
+10% +$4.11M 0.21% 115
2023
Q4 		$44M Buy
1,226,696
+1,207,467
+6,279% +$43.1M 0.22% 107
2023
Q3 		$776K Buy
+19,229
New +$815K ﹤0.01% 714
2022
Q3 		– Sell
-41,967
Closed -$1.23M – 1016
2022
Q2 		$1.23M Sell
41,967
-61,603
-59% -$2.03M 0.01% 710
2022
Q1 		$3.55M Buy
+103,570
New +$3.87M 0.02% 492
2016
Q4 		– Sell
-34,428
Closed -$1.07M – 966
2016
Q3 		$1.07M Sell
34,428
-126,607
-79% -$3.73M 0.02% 567
2016
Q2 		$4.18M Sell
161,035
-50,291
-24% -$1.52M 0.09% 276
2016
Q1 		$7.14M Buy
+211,326
New +$6.27M 0.15% 185

Other funds holding BWA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jacobs Levy Equity Management's BWA Position: Q2 2025 in Review

Jacobs Levy Equity Management sold out of BorgWarner (BWA) in Q2 2025, closing a stake of 9,700 shares — an estimated $278K sold.

Jacobs Levy Equity Management first reported a position in BWA in Q1 2016 and held it in 12 quarters. The position peaked at $47M in Q1 2024. 590 funds tracked by Wall St. Rank hold BWA as of Q2 2025.

  • Jacobs Levy Equity Management reported no remaining BorgWarner position as of Q2 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 9,700 BorgWarner shares in Q2 2025, an estimated $278K.
  • Jacobs Levy Equity Management first reported a position in BorgWarner in Q1 2016 and held it in 12 quarters.
  • Jacobs Levy Equity Management's BorgWarner position peaked at $47M in Q1 2024.
  • 590 funds tracked by Wall St. Rank held BorgWarner as of Q2 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2025, filed 14 Aug 2025.