Riverview Trust Company’s BorgWarner BWA Stock Holding History

Riverview Trust Company’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	-565	Closed	-$18K	–	631
2024 Q4	$18K	Hold	565	–	–	0.02%	508
2024 Q3	$20.5K	Sell	565 -310	-35%	-$10.2K	0.02%	462
2024 Q2	$28.2K	Hold	875	–	–	0.03%	318
2024 Q1	$30.4K	Buy	+875	New	+$28.6K	0.02%	335
2023 Q4	–	Sell	-375	Closed	-$15.1K	–	163
2023 Q3	$15.1K	Sell	375 -51	-12%	-$2.16K	0.01%	531
2023 Q2	$18.3K	Hold	426	–	–	0.02%	397
2023 Q1	$18.4K	Hold	426	–	–	0.02%	377
2022 Q4	$15K	Hold	426	–	–	0.01%	415
2022 Q3	$12K	Buy	+426	New	+$13.7K	0.01%	574
2020 Q2	–	Sell	-653	Closed	-$14K	–	260
2020 Q1	$14K	Hold	653	–	–	0.01%	220
2019 Q4	$25K	Hold	653	–	–	0.02%	217
2019 Q3	$21K	Hold	653	–	–	0.01%	225
2019 Q2	$24K	Hold	653	–	–	0.02%	208
2019 Q1	$22K	Hold	653	–	–	0.02%	222
2018 Q4	$20K	Buy	+653	New	+$21.9K	0.02%	213

Other funds holding BWA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Riverview Trust Company's BWA Position: Q1 2025 in Review

Riverview Trust Company sold out of BorgWarner (BWA) in Q1 2025, closing a stake of 565 shares — an estimated $18K sold.

Riverview Trust Company first reported a position in BWA in Q4 2018 and held it in 15 quarters. The position peaked at $30.4K in Q1 2024. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

Riverview Trust Company reported no remaining BorgWarner position as of Q1 2025 after selling out during the quarter.
Riverview Trust Company sold 565 BorgWarner shares in Q1 2025, an estimated $18K.
Riverview Trust Company first reported a position in BorgWarner in Q4 2018 and held it in 15 quarters.
Riverview Trust Company's BorgWarner position peaked at $30.4K in Q1 2024.
569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.