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Claris Advisors’s Badger Meter BMI Stock Holding History

Claris 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
2024
Q4 		– Sell
-1
Closed -$218 – 213
2024
Q3 		$218 Buy
+1
New +$200 ﹤0.01% 935

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Claris Advisors's BMI Position: Q4 2024 in Review

Claris Advisors sold out of Badger Meter (BMI) in Q4 2024, closing a stake of 1 share — an estimated $218 sold.

Claris Advisors first reported a position in BMI in Q3 2024 and held it in 1 quarter. The position peaked at $218 in Q3 2024. 489 funds tracked by Wall St. Rank hold BMI as of Q4 2024.

  • Claris Advisors reported no remaining Badger Meter position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 1 Badger Meter share in Q4 2024, an estimated $218.
  • Claris Advisors first reported a position in Badger Meter in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Badger Meter position peaked at $218 in Q3 2024.
  • 489 funds tracked by Wall St. Rank held Badger Meter as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.