Sage Mountain Advisors’s BorgWarner BWA Stock Holding History

Sage Mountain Advisors’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	-6,671	Closed	-$242K	–	479
2024 Q3	$242K	Buy	+6,671	New	+$220K	0.02%	338

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

Sage Mountain Advisors's BWA Position: Q4 2024 in Review

Sage Mountain Advisors sold out of BorgWarner (BWA) in Q4 2024, closing a stake of 6,671 shares — an estimated $242K sold.

Sage Mountain Advisors first reported a position in BWA in Q3 2024 and held it in 1 quarter. The position peaked at $242K in Q3 2024. 630 funds tracked by Wall St. Rank hold BWA as of Q4 2024.

Sage Mountain Advisors reported no remaining BorgWarner position as of Q4 2024 after selling out during the quarter.
Sage Mountain Advisors sold 6,671 BorgWarner shares in Q4 2024, an estimated $242K.
Sage Mountain Advisors first reported a position in BorgWarner in Q3 2024 and held it in 1 quarter.
Sage Mountain Advisors's BorgWarner position peaked at $242K in Q3 2024.
630 funds tracked by Wall St. Rank held BorgWarner as of Q4 2024.

Based on Sage Mountain Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.