Evercore Wealth Management, LLC Borgwarner Inc Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Borgwarner Inc stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 1,218,499 shares of BWA stock, worth $38.4 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

1,218,499

Previous 1,253,627 2.8%

Holding current value

$38.4 Million

Previous $40.4 Million 9.38%

% of portfolio

0.66%

Previous 0.64%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$31.19 - $36.75 $1.1 Million - $1.29 Million	-35,128 Reduced 2.8%	1,218,499 $44.2 Million
Q2 2024 Aug 14, 2024	SELL	$31.86 - $37.72 $879,144 - $1.04 Million	-27,594 Reduced 2.15%	1,253,627 $40.4 Million
Q1 2024 May 15, 2024	BUY	$30.16 - $35.94 $202,162 - $240,905	6,703 Added 0.53%	1,281,221 $44.5 Million
Q4 2023 Feb 14, 2024	SELL	$32.02 - $39.97 $1.35 Million - $1.68 Million	-42,105 Reduced 3.2%	1,274,518 $45.7 Million
Q3 2023 Nov 14, 2023	BUY	$39.43 - $49.92 $1.22 Million - $1.54 Million	30,935 Added 2.41%	1,316,623 $53.2 Million
Q2 2023 Aug 04, 2023	BUY	$42.8 - $49.16 $152,239 - $174,862	3,557 Added 0.28%	1,285,688 $62.9 Million
Q1 2023 May 15, 2023	SELL	$40.26 - $50.81 $346,397 - $437,169	-8,604 Reduced 0.67%	1,282,131 $63 Million
Q4 2022 Feb 14, 2023	BUY	$32.66 - $42.79 $1.03 Million - $1.35 Million	31,553 Added 2.51%	1,290,735 $52 Million
Q3 2022 Nov 14, 2022	BUY	$31.4 - $40.02 $47,602 - $60,670	1,516 Added 0.12%	1,259,182 $39.5 Million
Q2 2022 Aug 15, 2022	SELL	$32.95 - $40.32 $2.84 Million - $3.47 Million	-86,099 Reduced 6.41%	1,257,666 $42 Million
Q1 2022 May 16, 2022	BUY	$35.02 - $49.88 $4.74 Million - $6.76 Million	135,435 Added 11.21%	1,343,765 $52.3 Million
Q4 2021 Feb 14, 2022	SELL	$41.96 - $48.55 $705,095 - $815,834	-16,804 Reduced 1.37%	1,208,330 $54.5 Million
Q3 2021 Nov 15, 2021	BUY	$41.36 - $49.36 $2.95 Million - $3.52 Million	71,316 Added 6.18%	1,225,134 $52.9 Million
Q2 2021 Aug 16, 2021	BUY	$45.5 - $54.45 $1.21 Million - $1.45 Million	26,676 Added 2.37%	1,153,818 $56 Million
Q1 2021 May 17, 2021	BUY	$38.06 - $50.55 $3.68 Million - $4.89 Million	96,673 Added 9.38%	1,127,142 $52.3 Million
Q4 2020 Feb 16, 2021	BUY	$34.98 - $41.54 $1.16 Million - $1.37 Million	33,073 Added 3.32%	1,030,469 $39.8 Million
Q3 2020 Nov 16, 2020	BUY	$34.24 - $42.93 $565,850 - $709,461	16,526 Added 1.68%	997,396 $38.6 Million
Q2 2020 Aug 13, 2020	BUY	$21.29 - $37.52 $73,535 - $129,594	3,454 Added 0.35%	980,870 $34.6 Million
Q1 2020 May 14, 2020	SELL	$19.73 - $43.95 $4.06 Million - $9.05 Million	-205,972 Reduced 17.41%	977,416 $23.8 Million
Q4 2019 Feb 13, 2020	BUY	$34.12 - $46.31 $4.87 Million - $6.6 Million	142,599 Added 13.7%	1,183,388 $51.3 Million
Q3 2019 Nov 14, 2019	BUY	$30.88 - $42.48 $32.1 Million - $44.2 Million	1,040,789 New	1,040,789 $38.2 Million

Others Institutions Holding BWA

# of Institutions

656

Shares Held

208M

Call Options Held

1.22M

Put Options Held

707K

View Full List

About BORGWARNER INC

Ticker BWA
Exchange NYSE
Sector Consumer Cyclical
Industry Auto Parts
Shares Outstandng 234,154,000
Market Cap $7.38B
Description
BorgWarner Inc. provides solutions for combustion, hybrid, and electric vehicles worldwide. The company operates through four segments: Air Management, E-Propulsion & Drivetrain, Fuel Injection, and Aftermarket. The Air Management segment offers turbochargers, eBoosters, eTurbos, timing systems, emissions systems, thermal systems, gasoline i...

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Evercore Wealth Management, LLC Borgwarner Inc Transaction History