UH
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Unigestion Holding’s BorgWarner BWA Stock Holding History

Unigestion Holding’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
Q4 		– Sell
-165,885
Closed -$6.7M – 156
2023
Q3 		$6.7M Sell
165,885
-46,504
-22% -$1.97M 0.41% 55
2023
Q2 		$9.01M Sell
212,389
-17,350
-8% -$714K 0.52% 51
2023
Q1 		$9.75M Sell
229,739
-71,073
-24% -$2.94M 0.53% 54
2022
Q4 		$10.7M Sell
300,812
-25,142
-8% -$855K 0.57% 49
2022
Q3 		$9.09M Sell
325,954
-7,053
-2% -$228K 0.53% 52
2022
Q2 		$9.78M Buy
333,007
+36,597
+12% +$1.21M 0.55% 53
2022
Q1 		$10.3M Buy
296,410
+20,482
+7% +$765K 0.44% 51
2021
Q4 		$10.9M Buy
275,928
+37,856
+16% +$1.52M 0.45% 55
2021
Q3 		$9.27M Buy
238,072
+4,853
+2% +$193K 0.38% 51
2021
Q2 		$9.93M Sell
233,219
-97,221
-29% -$4.28M 0.36% 58
2021
Q1 		$13.5M Buy
+330,440
New +$12.9M 0.48% 51

Other funds holding BWA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return