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Buckingham Strategic Wealth’s Badger Meter BMI Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$435K Buy
2,337
+8
+0.3% +$1.46K ﹤0.01% 499
2024
Q1 		$377K Buy
2,329
+3
+0.1% +$461 ﹤0.01% 531
2023
Q4 		$359K Buy
2,326
+331
+17% +$48.2K ﹤0.01% 521
2023
Q3 		$287K Buy
1,995
+306
+18% +$48.3K ﹤0.01% 533
2023
Q2 		$249K Buy
+1,689
New +$233K ﹤0.01% 572
2022
Q2 		– Sell
-2,059
Closed -$205K – 615
2022
Q1 		$205K Sell
2,059
-13
-0.6% -$1.27K ﹤0.01% 564
2021
Q4 		$221K Buy
+2,072
New +$218K ﹤0.01% 543

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Buckingham Strategic Wealth's BMI Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Badger Meter (BMI) stake by 0.34% in Q2 2024, buying an estimated $1.46K and bringing the position to 2,337 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Buckingham Strategic Wealth first reported a position in BMI in Q4 2021 and has held it in 7 quarters since. 450 funds tracked by Wall St. Rank hold BMI as of Q2 2024.

  • Buckingham Strategic Wealth held 2,337 shares of Badger Meter worth $435K as of Q2 2024.
  • Buckingham Strategic Wealth bought 8 Badger Meter shares in Q2 2024, an estimated $1.46K.
  • Badger Meter made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #499 holding.
  • Buckingham Strategic Wealth first reported a position in Badger Meter in Q4 2021 and has held it in 7 quarters since.
  • 450 funds tracked by Wall St. Rank held Badger Meter as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.