Plante Moran Financial Advisors’s BorgWarner BWA Stock Holding History

Plante Moran Financial Advisors’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
2022 Q4	–	Sell	-140	Closed	-$4K	–	876
2022 Q3	$4K	Buy	+140	New	+$4.52K	﹤0.01%	718
2021 Q4	–	Sell	-400	Closed	-$15K	–	1009
2021 Q3	$15K	Buy	+400	New	+$15.9K	﹤0.01%	615
2021 Q1	–	Sell	-594	Closed	-$20K	–	1010
2020 Q4	$20K	Sell	594 -440	-43%	-$14.9K	0.01%	530
2020 Q3	$35K	Buy	1,034 +455	+79%	+$15.6K	0.01%	380
2020 Q2	$18K	Buy	+579	New	+$15.3K	0.01%	443
2019 Q1	–	Sell	-42	Closed	-$1K	–	787
2018 Q4	$1K	Buy	+42	New	+$1.41K	﹤0.01%	779
2017 Q1	–	Sell	-14	Closed	–	–	891
2016 Q4	$0	Buy	+14	New	+$452	﹤0.01%	972
2016 Q1	–	Sell	-159	Closed	-$6K	–	872
2015 Q4	$6K	Sell	159 -206	-56%	-$7.73K	﹤0.01%	668
2015 Q3	$13K	Hold	365	–	–	0.01%	443
2015 Q2	$18K	Hold	365	–	–	0.01%	431
2015 Q1	$19K	Hold	365	–	–	0.01%	411
2014 Q4	$18K	Hold	365	–	–	0.01%	414
2014 Q3	$17K	Sell	365 -35	-9%	-$1.92K	0.01%	427
2014 Q2	$23K	Buy	+400	New	+$22K	0.02%	359

Other funds holding BWA

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

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 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

Diamond Hill Capital Management

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

American Century Companies

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

Geode Capital Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return