BWA β€” BORGWARNER INC

Ownership history in Biechele Royce Advisors  Β·  28 quarters on record

AI Ownership Summary

Biechele Royce Advisors reported BORGWARNER INC (BWA) in 28 quarterly 13F filings from 2023 Q3 through 2024 Q3. Peak portfolio weight reached 5.52% in 2024 Q3. The latest visible filing shows BWA at 5.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BWA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Biechele Royce Advisors's position in BORGWARNER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

BWA was reported at 5.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.52% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Biechele Royce Advisors held BWA β€” position size vs. price
% of Fund (quarterly)    BWA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 461,454 +20,188 +4.6% 5.52% $16.7M 2024-11-14 (Est.) $33.71
2024 Q2 ADDED 441,266 +16,300 +3.8% 4.80% $14.2M 2024-07-31 $34.46
2024 Q1 ADDED 424,966 +31,902 +8.1% 4.90% $14.8M 2024-05-06 $35.94
2023 Q4 ADDED 393,064 +24,957 +6.8% 4.61% $14.1M 2024-02-13 $30.10
2023 Q3 ADDED 368,107 +7,681 +2.1% 5.48% $14.9M 2023-11-01 $35.86
23 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Biechele Royce Advisors and BWA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Biechele Royce Advisors reported owning BWA?

Biechele Royce Advisors reported BWA across 5 quarterly 13F filings, from 2023 Q3 through 2024 Q3.

What was the largest reported BWA position in Biechele Royce Advisors's portfolio?

The largest reported portfolio weight for BWA was 5.52% in 2024 Q3.

What is the latest reported BWA position on this page?

The most recent filing on this page is 2024 Q3, when Biechele Royce Advisors reported 461,454 shares, equal to 5.52% of portfolio, with an estimated market value of $16.7M.

What does the chart on this BWA ownership page compare?

The chart compares Biechele Royce Advisors's quarterly BWA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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