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Schechter Investment Advisors’s BorgWarner BWA Stock Holding History

Schechter Investment 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
2025
Q1 		$507K Sell
17,679
-5,352
-23% -$162K 0.04% 360
2024
Q4 		$732K Sell
23,031
-138
-0.6% -$4.7K 0.06% 301
2024
Q3 		$841K Sell
23,169
-1,592
-6% -$52.5K 0.06% 283
2024
Q2 		$798K Sell
24,761
-24
-0.1% -$831 0.06% 283
2024
Q1 		$861K Sell
24,785
-3,286
-12% -$107K 0.06% 274
2023
Q4 		$1.01M Sell
28,071
-1,651
-6% -$58.9K 0.09% 229
2023
Q3 		$1.2M Sell
29,722
-2,309
-7% -$97.8K 0.12% 192
2023
Q2 		$1.38M Buy
32,031
+26
+0.1% +$1.07K 0.12% 181
2023
Q1 		$1.38M Buy
32,005
+829
+3% +$34.3K 0.13% 189
2022
Q4 		$1.1M Sell
31,176
-1,028
-3% -$35K 0.1% 259
2022
Q3 		$890K Buy
32,204
+520
+2% +$16.8K 0.09% 320
2022
Q2 		$931K Sell
31,684
-7,750
-20% -$255K 0.09% 310
2022
Q1 		$1.35M Sell
39,434
-6,468
-14% -$242K 0.13% 204
2021
Q4 		$1.82M Buy
+45,902
New +$1.84M 0.16% 137

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schechter Investment Advisors's BWA Position: Q1 2025 in Review

Schechter Investment Advisors reduced its BorgWarner (BWA) stake by 23% in Q1 2025, selling an estimated $162K and leaving 17,679 shares worth $507K. The position accounts for 0.04% of the portfolio, ranked #360.

Schechter Investment Advisors first reported a position in BWA in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.82M in Q4 2021. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

  • Schechter Investment Advisors held 17,679 shares of BorgWarner worth $507K as of Q1 2025.
  • Schechter Investment Advisors sold 5,352 BorgWarner shares in Q1 2025, an estimated $162K.
  • BorgWarner made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #360 holding.
  • Schechter Investment Advisors first reported a position in BorgWarner in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's BorgWarner position peaked at $1.82M in Q4 2021.
  • 569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.