BWA BorgWarner Inc

Ownership history in Lipe & Dalton  ·  7 quarters on record

This page tracks every 13F SEC filing in which Lipe & Dalton 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
1.67% (2025 Q4)
Avg. % of fund
1.41%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 74,870 -2,385 -3.1% 1.67% $3.4M $44.93
2025 Q2 REDUCED 77,255 -3,620 -4.5% 1.40% $2.6M $33.12
2025 Q1 ADDED 80,875 +275 +0.3% 1.30% $2.3M $28.25
2024 Q4 REDUCED 80,600 -135 -0.2% 1.36% $2.6M $31.23
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BWA price (monthly, adj. close)
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