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.
| 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 |
| 2024 Q3 | UNCHANGED | 80,735 | — | 0% | 1.48% | $2.9M | $35.53 |
| 2024 Q2 | ADDED | 80,735 | +9,990 | +14.1% | 1.40% | $2.6M | $31.46 |
| 2024 Q1 | INITIATED | 70,745 | — | — | 1.27% | $2.5M | — |
As of 2025 Q4 — sorted by position size