DI
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Disciplined Investments’s Badger Meter BMI Stock Holding History

Disciplined Investments’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
-5
Closed -$738 – 284
2023
Q2 		$738 Buy
5
+1
+25% +$138 ﹤0.01% 1083
2023
Q1 		$487 Sell
4
-1
-20% -$117 ﹤0.01% 1232
2022
Q4 		$545 Hold
5
– – ﹤0.01% 1161
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1250
2022
Q2 		$0 Buy
5
+1
+25% +$83 ﹤0.01% 1278
2022
Q1 		$0 Buy
+4
New +$392 ﹤0.01% 1351

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
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

Disciplined Investments's BMI Position: Q3 2023 in Review

Disciplined Investments sold out of Badger Meter (BMI) in Q3 2023, closing a stake of 5 shares — an estimated $738 sold.

Disciplined Investments first reported a position in BMI in Q1 2022 and held it in 6 quarters. The position peaked at $738 in Q2 2023. 373 funds tracked by Wall St. Rank hold BMI as of Q3 2023.

  • Disciplined Investments reported no remaining Badger Meter position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 Badger Meter shares in Q3 2023, an estimated $738.
  • Disciplined Investments first reported a position in Badger Meter in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Badger Meter position peaked at $738 in Q2 2023.
  • 373 funds tracked by Wall St. Rank held Badger Meter as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.