GLR
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Great Lakes Retirement’s Badger Meter BMI Stock Holding History

Great Lakes Retirement’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
2025
Q4 		– Sell
-1,892
Closed -$338K – 217
2025
Q3 		$338K Sell
1,892
-19
-1% -$3.74K 0.04% 183
2025
Q2 		$468K Sell
1,911
-2
-0.1% -$453 0.06% 174
2025
Q1 		$364K Sell
1,913
-30
-2% -$6.26K 0.05% 184
2024
Q4 		$412K Sell
1,943
-66
-3% -$14.4K 0.05% 179
2024
Q3 		$439K Buy
2,009
+7
+0.3% +$1.4K 0.06% 175
2024
Q2 		$373K Buy
2,002
+13
+0.7% +$2.37K 0.05% 175
2024
Q1 		$322K Buy
1,989
+4
+0.2% +$614 0.05% 196
2023
Q4 		$306K Sell
1,985
-2
-0.1% -$291 0.05% 196
2023
Q3 		$286K Buy
+1,987
New +$314K 0.05% 198

Other funds holding BMI

BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return