FIM
BMI icon

Freedom Investment Management’s Badger Meter BMI Stock Holding History

Freedom 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
2022
Q1 		– Sell
-2,101
Closed -$224K – 797
2021
Q4 		$224K Sell
2,101
-112
-5% -$11.8K 0.02% 771
2021
Q3 		$224K Sell
2,213
-318
-13% -$32.5K 0.02% 724
2021
Q2 		$248K Buy
2,531
+290
+13% +$27.4K 0.02% 757
2021
Q1 		$209K Buy
+2,241
New +$226K 0.02% 781

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Freedom Investment Management's BMI Position: Q1 2022 in Review

Freedom Investment Management sold out of Badger Meter (BMI) in Q1 2022, closing a stake of 2,101 shares — an estimated $224K sold.

Freedom Investment Management first reported a position in BMI in Q1 2021 and held it in 4 quarters. The position peaked at $248K in Q2 2021. 287 funds tracked by Wall St. Rank hold BMI as of Q1 2022.

  • Freedom Investment Management reported no remaining Badger Meter position as of Q1 2022 after selling out during the quarter.
  • Freedom Investment Management sold 2,101 Badger Meter shares in Q1 2022, an estimated $224K.
  • Freedom Investment Management first reported a position in Badger Meter in Q1 2021 and held it in 4 quarters.
  • Freedom Investment Management's Badger Meter position peaked at $248K in Q2 2021.
  • 287 funds tracked by Wall St. Rank held Badger Meter as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.