AG
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Aperio Group’s Badger Meter BMI Stock Holding History

Aperio Group’s Portfolio BMI Stock Details BMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$5.32M Buy
56,562
+1,475
+3% +$118K 0.02% 808
2020
Q3 		$3.6M Buy
55,087
+1,291
+2% +$82.4K 0.01% 860
2020
Q2 		$3.38M Sell
53,796
-4,507
-8% -$267K 0.01% 885
2020
Q1 		$3.13M Buy
58,303
+14,765
+34% +$899K 0.01% 833
2019
Q4 		$2.83M Sell
43,538
-2,392
-5% -$142K 0.01% 946
2019
Q3 		$2.47M Buy
45,930
+6,760
+17% +$365K 0.01% 968
2019
Q2 		$2.34M Buy
39,170
+8,417
+27% +$466K 0.01% 986
2019
Q1 		$1.71M Sell
30,753
-980
-3% -$54.5K 0.01% 1098
2018
Q4 		$1.56M Buy
31,733
+879
+3% +$45K 0.01% 1087
2018
Q3 		$1.63M Sell
30,854
-2,073
-6% -$108K 0.01% 1141
2018
Q2 		$1.47M Sell
32,927
-4,250
-11% -$188K 0.01% 1174
2018
Q1 		$1.75M Buy
37,177
+918
+3% +$44.4K 0.01% 1060
2017
Q4 		$1.73M Buy
36,259
+2,840
+8% +$132K 0.01% 1044
2017
Q3 		$1.64M Buy
33,419
+967
+3% +$43K 0.01% 1019
2017
Q2 		$1.29M Buy
32,452
+1,799
+6% +$69.8K 0.01% 1114
2017
Q1 		$1.13M Sell
30,653
-654
-2% -$24.1K 0.01% 1118
2016
Q4 		$1.16M Sell
31,307
-547
-2% -$19.1K 0.01% 1054
2016
Q3 		$1.07M Sell
31,854
-3,000
-9% -$104K 0.01% 1076
2016
Q2 		$1.27M Sell
34,854
-2,072
-6% -$74.1K 0.01% 966
2016
Q1 		$1.23M Buy
36,926
+600
+2% +$18.5K 0.01% 958
2015
Q4 		$1.06M Buy
36,326
+6,788
+23% +$202K 0.01% 991
2015
Q3 		$857K Sell
29,538
-536
-2% -$15.9K 0.01% 1041
2015
Q2 		$955K Buy
30,074
+1,690
+6% +$53.3K 0.01% 990
2015
Q1 		$851K Buy
28,384
+7,622
+37% +$222K 0.01% 1004
2014
Q4 		$616K Buy
20,762
+4,220
+26% +$116K 0.01% 1123
2014
Q3 		$417K Buy
16,542
+4,526
+38% +$116K 0.01% 1224
2014
Q2 		$316K Buy
12,016
+2,630
+28% +$67.3K ﹤0.01% 1368
2014
Q1 		$259K Buy
+9,386
New +$248K ﹤0.01% 1720
2013
Q4 		– Hold
0
– – – 1723

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Aperio Group's BMI Position: Q4 2020 in Review

Aperio Group increased its Badger Meter (BMI) stake by 2.7% in Q4 2020, buying an estimated $118K and bringing the position to 56,562 shares worth $5.32M. The position accounts for 0.02% of the portfolio, ranked #808.

Aperio Group first reported a position in BMI in Q1 2014 and has held it in 28 quarters since. 259 funds tracked by Wall St. Rank hold BMI as of Q4 2020.

  • Aperio Group held 56,562 shares of Badger Meter worth $5.32M as of Q4 2020.
  • Aperio Group bought 1,475 Badger Meter shares in Q4 2020, an estimated $118K.
  • Badger Meter made up 0.02% of Aperio Group's portfolio in Q4 2020, its #808 holding.
  • Aperio Group first reported a position in Badger Meter in Q1 2014 and has held it in 28 quarters since.
  • 259 funds tracked by Wall St. Rank held Badger Meter as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.