Van Hulzen Asset Management’s BorgWarner BWA Stock Holding History

Van Hulzen Asset Management’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	-100	Closed	-$3.18K	–	412
2024 Q4	$3.18K	Buy	+100	New	+$3.4K	﹤0.01%	875
2024 Q1	–	Sell	-10,750	Closed	-$385K	–	324
2023 Q4	$385K	Buy	10,750 +850	+9%	+$30.3K	0.03%	245
2023 Q3	$400K	Sell	9,900 -1,006	-9%	-$42.6K	0.03%	224
2023 Q2	$470K	Hold	10,906	–	–	0.04%	190
2023 Q1	$471K	Sell	10,906 -227	-2%	-$9.4K	0.04%	184
2022 Q4	$394K	Hold	11,133	–	–	0.05%	199
2022 Q3	$308K	Buy	+11,133	New	+$359K	0.04%	211

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

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

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

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Van Hulzen Asset Management's BWA Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of BorgWarner (BWA) in Q1 2025, closing a stake of 100 shares — an estimated $3.18K sold.

Van Hulzen Asset Management first reported a position in BWA in Q3 2022 and held it in 7 quarters. The position peaked at $471K in Q1 2023. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

Van Hulzen Asset Management reported no remaining BorgWarner position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 100 BorgWarner shares in Q1 2025, an estimated $3.18K.
Van Hulzen Asset Management first reported a position in BorgWarner in Q3 2022 and held it in 7 quarters.
Van Hulzen Asset Management's BorgWarner position peaked at $471K in Q1 2023.
569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.