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Caldwell Investment Management’s Badger Meter BMI Stock Holding History

Caldwell Investment Management’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
2023
Q3 		– Sell
-10,000
Closed -$1.47M – 28
2023
Q2 		$1.47M Buy
+10,000
New +$1.38M 1.11% 21

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Caldwell Investment Management's BMI Position: Q3 2023 in Review

Caldwell Investment Management sold out of Badger Meter (BMI) in Q3 2023, closing a stake of 10,000 shares — an estimated $1.47M sold.

Caldwell Investment Management first reported a position in BMI in Q2 2023 and held it in 1 quarter. The position peaked at $1.47M in Q2 2023. 373 funds tracked by Wall St. Rank hold BMI as of Q3 2023.

  • Caldwell Investment Management reported no remaining Badger Meter position as of Q3 2023 after selling out during the quarter.
  • Caldwell Investment Management sold 10,000 Badger Meter shares in Q3 2023, an estimated $1.47M.
  • Caldwell Investment Management first reported a position in Badger Meter in Q2 2023 and held it in 1 quarter.
  • Caldwell Investment Management's Badger Meter position peaked at $1.47M in Q2 2023.
  • 373 funds tracked by Wall St. Rank held Badger Meter as of Q3 2023.

Based on Caldwell Investment Management's 13F filing for Q3 2023, filed 25 Oct 2023.