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Berman Capital Advisors’s Badger Meter BMI Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$2K Buy
28
+13
+87% +$1.33K ﹤0.01% 1660
2021
Q2 		$1K Hold
15
– – ﹤0.01% 1700
2021
Q1 		$1K Hold
15
– – ﹤0.01% 1607
2020
Q4 		$1K Buy
+15
New +$1.2K ﹤0.01% 1504

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's BMI Position: Q3 2021 in Review

Berman Capital Advisors increased its Badger Meter (BMI) stake by 87% in Q3 2021, buying an estimated $1.33K and bringing the position to 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Berman Capital Advisors first reported a position in BMI in Q4 2020 and has held it in 4 quarters since. 257 funds tracked by Wall St. Rank hold BMI as of Q3 2021.

  • Berman Capital Advisors held 28 shares of Badger Meter worth $2K as of Q3 2021.
  • Berman Capital Advisors bought 13 Badger Meter shares in Q3 2021, an estimated $1.33K.
  • Badger Meter made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1660 holding.
  • Berman Capital Advisors first reported a position in Badger Meter in Q4 2020 and has held it in 4 quarters since.
  • 257 funds tracked by Wall St. Rank held Badger Meter as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.