Sierra Ocean’s BorgWarner BWA Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-45	Closed	-$1.52K	–	181
2025 Q2	$1.52K	Sell	45 -33	-42%	-$1.01K	﹤0.01%	814
2025 Q1	$2.26K	Sell	78 -173	-69%	-$5.25K	﹤0.01%	758
2024 Q4	$7.99K	Buy	+251	New	+$8.55K	0.01%	472

Other funds holding BWA

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

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

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

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

Sierra Ocean's BWA Position: Q3 2025 in Review

Sierra Ocean sold out of BorgWarner (BWA) in Q3 2025, closing a stake of 45 shares — an estimated $1.52K sold.

Sierra Ocean first reported a position in BWA in Q4 2024 and held it in 3 quarters. The position peaked at $7.99K in Q4 2024. 641 funds tracked by Wall St. Rank hold BWA as of Q3 2025.

Sierra Ocean reported no remaining BorgWarner position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 45 BorgWarner shares in Q3 2025, an estimated $1.52K.
Sierra Ocean first reported a position in BorgWarner in Q4 2024 and held it in 3 quarters.
Sierra Ocean's BorgWarner position peaked at $7.99K in Q4 2024.
641 funds tracked by Wall St. Rank held BorgWarner as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.