Banque Cantonale Vaudoise’s BorgWarner BWA Stock Holding History

Banque Cantonale Vaudoise’s Portfolio BWA Stock Details BWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13,282	Closed	-$381K	–	805
2025 Q1	$381K	Buy	+13,282	New	+$403K	0.02%	485
2024 Q3	$376K	Buy	10,353 +1,726	+20%	+$56.9K	0.02%	419
2024 Q2	$278K	Buy	+8,627	New	+$299K	0.01%	541
2023 Q4	–	Sell	-12,982	Closed	-$524K	–	1044
2023 Q3	$524K	Buy	12,982 +7,790	+150%	+$330K	0.03%	476
2023 Q2	$224K	Hold	5,192	–	–	0.01%	687
2023 Q1	$225K	Hold	5,192	–	–	0.01%	673
2022 Q4	$184K	Hold	5,192	–	–	0.01%	730
2022 Q3	$143K	Hold	5,192	–	–	0.01%	806
2022 Q2	$152K	Hold	5,192	–	–	0.01%	809
2022 Q1	$177K	Hold	5,192	–	–	0.01%	821
2021 Q4	$206K	Hold	5,192	–	–	0.01%	825
2021 Q3	$197K	Sell	5,192 -17,835	-77%	-$709K	0.01%	808
2021 Q2	$984K	Hold	23,027	–	–	0.04%	430
2021 Q1	$940K	Buy	23,027 +7,157	+45%	+$279K	0.05%	384
2020 Q4	$539K	Hold	15,870	–	–	0.03%	475
2020 Q3	$541K	Buy	15,870 +2,726	+21%	+$93.7K	0.03%	416
2020 Q2	$409K	Buy	13,144 +6,589	+101%	+$174K	0.03%	444
2020 Q1	$140K	Hold	6,555	–	–	0.01%	707
2019 Q4	$250K	Buy	+6,555	New	+$240K	0.02%	662

Other funds holding BWA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return