Glenmede Trust’s Badger Meter BMI Stock Holding History

Glenmede Trust’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	$257K	Buy	1,688 +75	+5%	+$11.8K	﹤0.01%	1217
2025 Q4	$281K	Buy	+1,613	New	+$290K	﹤0.01%	1173
2020 Q4	–	Sell	-378	Closed	-$24K	–	1341
2020 Q3	$24K	Buy	378 +17	+5%	+$1.09K	﹤0.01%	1540
2020 Q2	$22K	Buy	361 +84	+30%	+$4.99K	﹤0.01%	1546
2020 Q1	$17K	Hold	277	–	–	﹤0.01%	2169
2019 Q4	$17K	Buy	277 +71	+34%	+$4.21K	﹤0.01%	2169
2019 Q3	$11	Buy	206 +31	+18%	+$1.67K	﹤0.01%	2306
2019 Q2	$10	Hold	175	–	–	﹤0.01%	2360
2019 Q1	$9	Hold	175	–	–	﹤0.01%	2393
2018 Q4	$8	Buy	+175	New	+$8.96K	﹤0.01%	2352

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