Ethic Inc’s Badger Meter BMI Stock Holding History

Ethic Inc’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
2026 Q1	$1.12M	Buy	7,373 +1,687	+30%	+$265K	0.02%	625
2025 Q4	$992K	Sell	5,686 -179	-3%	-$32.2K	0.02%	650
2025 Q3	$1.05M	Sell	5,865 -782	-12%	-$154K	0.02%	615
2025 Q2	$1.64M	Buy	6,647 +1,633	+33%	+$370K	0.03%	484
2025 Q1	$966K	Sell	5,014 -79	-2%	-$16.5K	0.02%	609
2024 Q4	$1.08M	Buy	5,093 +2,595	+104%	+$565K	0.02%	584
2024 Q3	$404K	Sell	2,498 -2,801	-53%	-$561K	0.01%	812
2024 Q2	$987K	Buy	5,299 +2,801	+112%	+$511K	0.02%	567
2024 Q1	$404K	Sell	2,498 -537	-18%	-$82.5K	0.01%	811
2023 Q4	$469K	Sell	3,035 -947	-24%	-$138K	0.01%	751
2023 Q3	$573K	Sell	3,982 -1,553	-28%	-$245K	0.02%	639
2023 Q2	$817K	Buy	5,535 +53	+1%	+$7.3K	0.03%	501
2023 Q1	$668K	Sell	5,482 -18	-0.3%	-$2.1K	0.03%	568
2022 Q4	$600K	Buy	5,500 +547	+11%	+$59.4K	0.03%	516
2022 Q3	$458K	Buy	4,953 +373	+8%	+$34.6K	0.03%	514
2022 Q2	$370K	Buy	4,580 +708	+18%	+$58.5K	0.03%	564
2022 Q1	$386K	Buy	+3,872	New	+$379K	0.03%	531

Other funds holding BMI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return