BWA β€” BORGWARNER INC

Ownership history in Geller Advisors LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Geller Advisors LLC reported a position in BORGWARNER INC (BWA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.03% (2023 Q2)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2023 Q2
πŸ“… Last filed
2024 Q3
⏱ Quarters held
2
% of Fund (quarterly)    BWA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 5,829 +1,395 +31.5% 0.01% $212K $35.53
2023 Q2 INITIATED 4,434 β€” β€” 0.03% $217K $41.49

🏒 Other funds also holding BWA

As of 2025 Q4 β€” sorted by position size

Quantedge Capital Pte Ltd 3Y 7.8% Kopion Asset Management, LLC 3Y 6.39% MAC Alpha Capital Management, LP 4.69% Arbor Wealth Advisors LLC 3.49% TOWLE & CO 3Y 7Y 2.67% Vivaldi Capital Management LP 3Y 7Y 2.26% MASTERS CAPITAL MANAGEMENT LLC 3Y 7Y 1.84% Leith Wheeler Investment Counsel Ltd. 3Y 7Y 1.82% EDMP, INC. 3Y 7Y 1.73% Lipe & Dalton 3Y 7Y 1.67%
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