DA
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Duality Advisers’s Badger Meter BMI Stock Holding History

Duality Advisers’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
-3,497
Closed -$516K – 560
2023
Q2 		$516K Buy
+3,497
New +$481K 0.06% 385
2023
Q1 		– Sell
-7,028
Closed -$766K – 565
2022
Q4 		$766K Buy
+7,028
New +$763K 0.09% 370
2022
Q1 		– Sell
-2,497
Closed -$266K – 643
2021
Q4 		$266K Buy
+2,497
New +$263K 0.03% 451
2021
Q3 		– Sell
-6,994
Closed -$686K – 541
2021
Q2 		$686K Buy
6,994
+483
+7% +$45.6K 0.06% 396
2021
Q1 		$606K Buy
6,511
+1,522
+31% +$153K 0.05% 424
2020
Q4 		$469K Buy
+4,989
New +$398K 0.03% 446

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