Paloma Partners’s BorgWarner BWA Stock Holding History

Paloma Partners’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
2023 Q1	–	Sell	-154,496	Closed	-$5.47M	–	768
2022 Q4	$5.47M	Buy	154,496 +73,272	+90%	+$2.49M	0.25%	57
2022 Q3	$2.25M	Buy	+81,224	New	+$2.62M	0.1%	166

Other funds holding BWA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Paloma Partners's BWA Position: Q4 2024 in Review

Paloma Partners sold out of BorgWarner (BWA) in Q4 2024, closing a stake of 7,086 shares — an estimated $257K sold.

Paloma Partners first reported a position in BWA in Q3 2013 and held it in 31 quarters. The position peaked at $3.57M in Q2 2016. 630 funds tracked by Wall St. Rank hold BWA as of Q4 2024.

Paloma Partners reported no remaining BorgWarner position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 7,086 BorgWarner shares in Q4 2024, an estimated $257K.
Paloma Partners first reported a position in BorgWarner in Q3 2013 and held it in 31 quarters.
Paloma Partners's BorgWarner position peaked at $3.57M in Q2 2016.
630 funds tracked by Wall St. Rank held BorgWarner as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.