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Johnson Investment Counsel’s BorgWarner BWA Stock Holding History

Johnson Investment Counsel’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
-8,433
Closed -$268K – 810
2024
Q4 		$268K Sell
8,433
-1,969
-19% -$67K ﹤0.01% 679
2024
Q3 		$378K Sell
10,402
-308
-3% -$10.2K ﹤0.01% 578
2024
Q2 		$345K Sell
10,710
-1,295
-11% -$44.8K ﹤0.01% 565
2024
Q1 		$417K Sell
12,005
-3,459
-22% -$113K ﹤0.01% 536
2023
Q4 		$554K Sell
15,464
-527
-3% -$18.8K 0.01% 460
2023
Q3 		$646K Sell
15,991
-2,771
-15% -$117K 0.01% 416
2023
Q2 		$808K Sell
18,762
-697
-4% -$28.7K 0.01% 389
2023
Q1 		$841K Sell
19,459
-25,048
-56% -$1.04M 0.01% 375
2022
Q4 		$1.58M Buy
44,507
+3,121
+8% +$106K 0.02% 279
2022
Q3 		$1.14M Buy
41,386
+4,720
+13% +$152K 0.02% 299
2022
Q2 		$1.08M Sell
36,666
-629
-2% -$20.7K 0.02% 316
2022
Q1 		$1.28M Sell
37,295
-2,650
-7% -$99K 0.02% 303
2021
Q4 		$1.58M Sell
39,945
-14,150
-26% -$568K 0.02% 274
2021
Q3 		$2.06M Buy
54,095
+2,332
+5% +$92.7K 0.03% 222
2021
Q2 		$2.21M Sell
51,763
-5,209
-9% -$229K 0.03% 203
2021
Q1 		$2.33M Buy
56,972
+455
+0.8% +$17.7K 0.04% 192
2020
Q4 		$1.92M Buy
56,517
+5,362
+10% +$182K 0.03% 199
2020
Q3 		$1.75M Buy
51,155
+1,032
+2% +$35.5K 0.03% 199
2020
Q2 		$1.56M Buy
50,123
+7,683
+18% +$202K 0.03% 199
2020
Q1 		$910K Buy
42,440
+12,910
+44% +$373K 0.02% 268
2019
Q4 		$1.13M Buy
29,530
+284
+1% +$10.4K 0.02% 294
2019
Q3 		$944K Buy
29,246
+8,622
+42% +$278K 0.02% 320
2019
Q2 		$762K Sell
20,624
-8,810
-30% -$312K 0.02% 350
2019
Q1 		$995K Sell
29,434
-897
-3% -$31K 0.02% 311
2018
Q4 		$927K Sell
30,331
-7,498
-20% -$251K 0.02% 309
2018
Q3 		$1.42M Buy
+37,829
New +$1.49M 0.03% 256
2018
Q2 		– Sell
-4,909
Closed -$217K – 632
2018
Q1 		$217K Buy
+4,909
New +$228K 0.01% 573

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 $3.38T AUM 44.17% 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

Johnson Investment Counsel's BWA Position: Q1 2025 in Review

Johnson Investment Counsel sold out of BorgWarner (BWA) in Q1 2025, closing a stake of 8,433 shares — an estimated $268K sold.

Johnson Investment Counsel first reported a position in BWA in Q1 2018 and held it in 27 quarters. The position peaked at $2.33M in Q1 2021. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

  • Johnson Investment Counsel reported no remaining BorgWarner position as of Q1 2025 after selling out during the quarter.
  • Johnson Investment Counsel sold 8,433 BorgWarner shares in Q1 2025, an estimated $268K.
  • Johnson Investment Counsel first reported a position in BorgWarner in Q1 2018 and held it in 27 quarters.
  • Johnson Investment Counsel's BorgWarner position peaked at $2.33M in Q1 2021.
  • 569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on Johnson Investment Counsel's 13F filing for Q1 2025, filed 21 Apr 2025.