Putnam Investments’s BorgWarner BWA Stock Holding History

Putnam Investments’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
2023 Q3	–	Sell	-4,700	Closed	-$202K	–	1147
2023 Q2	$202K	Buy	+4,700	New	+$193K	﹤0.01%	1129
2016 Q1	–	Sell	-5,339	Closed	-$203K	–	1408
2015 Q4	$203K	Buy	+5,339	New	+$200K	﹤0.01%	1428
2015 Q3	–	Sell	-6,228	Closed	-$312K	–	1477
2015 Q2	$312K	Sell	6,228 -454	-7%	-$24.2K	﹤0.01%	1414
2015 Q1	$356K	Buy	6,682 +728	+12%	+$37.1K	﹤0.01%	1371
2014 Q4	$288K	Sell	5,954 -4,536	-43%	-$221K	﹤0.01%	1392
2014 Q3	$486K	Hold	10,490	–	–	﹤0.01%	1355
2014 Q2	$602K	Sell	10,490 -67,008	-86%	-$3.69M	﹤0.01%	1284
2014 Q1	$4.19M	Sell	77,498 -913	-1%	-$46.6K	0.01%	840
2013 Q4	$3.86M	Sell	78,411 -14,945	-16%	-$692K	0.01%	854
2013 Q3	$4.17M	Sell	93,356 -382	-0.4%	-$16K	0.01%	793
2013 Q2	$3.55M	Buy	+93,738	New	+$3.3M	0.01%	847

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dimensional Fund Advisors

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

Macquarie Group

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

Diamond Hill Capital Management

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

Geode Capital Management

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return