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Zacks Investment Management’s BorgWarner BWA Stock Holding History

Zacks Investment 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
-9,001
Closed -$286K – 667
2024
Q4 		$286K Buy
+9,001
New +$306K ﹤0.01% 559
2014
Q4 		– Sell
-8,945
Closed -$414K – 639
2014
Q3 		$414K Buy
+8,945
New +$490K 0.01% 448
2014
Q1 		– Sell
-30,105
Closed -$1.48M – 673
2013
Q4 		$1.48M Buy
30,105
+335
+1% +$15.5K 0.06% 195
2013
Q3 		$1.33M Buy
+29,770
New +$1.25M 0.06% 201

Other funds holding BWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Zacks Investment Management's BWA Position: Q1 2025 in Review

Zacks Investment Management sold out of BorgWarner (BWA) in Q1 2025, closing a stake of 9,001 shares — an estimated $286K sold.

Zacks Investment Management first reported a position in BWA in Q3 2013 and held it in 4 quarters. The position peaked at $1.48M in Q4 2013. 569 funds tracked by Wall St. Rank hold BWA as of Q1 2025.

  • Zacks Investment Management reported no remaining BorgWarner position as of Q1 2025 after selling out during the quarter.
  • Zacks Investment Management sold 9,001 BorgWarner shares in Q1 2025, an estimated $286K.
  • Zacks Investment Management first reported a position in BorgWarner in Q3 2013 and held it in 4 quarters.
  • Zacks Investment Management's BorgWarner position peaked at $1.48M in Q4 2013.
  • 569 funds tracked by Wall St. Rank held BorgWarner as of Q1 2025.

Based on Zacks Investment Management's 13F filing for Q1 2025, filed 14 May 2025.