Hillsdale Investment Management’s Badger Meter BMI Stock Holding History

Hillsdale 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
2025 Q3	–	Sell	-30	Closed	-$7.35K	–	650
2025 Q2	$7.35K	Hold	30	–	–	﹤0.01%	546
2025 Q1	$5.71K	Sell	30 -10	-25%	-$2.09K	﹤0.01%	564
2024 Q4	$8.48K	Hold	40	–	–	﹤0.01%	493
2024 Q3	$8.74K	Hold	40	–	–	﹤0.01%	498
2024 Q2	$7.45K	Hold	40	–	–	﹤0.01%	497
2024 Q1	$6.47K	Buy	40 +5	+14%	+$768	﹤0.01%	524
2023 Q4	$5.4K	Hold	35	–	–	﹤0.01%	531
2023 Q3	$5.04K	Buy	35 +15	+75%	+$2.37K	﹤0.01%	513
2023 Q2	$2.95K	Buy	+20	New	+$2.75K	﹤0.01%	525
2019 Q3	–	Sell	-12,300	Closed	-$734K	–	615
2019 Q2	$734K	Buy	12,300 +2,000	+19%	+$111K	0.07%	264
2019 Q1	$573K	Buy	+10,300	New	+$572K	0.05%	260
2016 Q3	–	Sell	-11,800	Closed	-$431K	–	505
2016 Q2	$431K	Buy	+11,800	New	+$422K	0.13%	130

Other funds holding BMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Hillsdale Investment Management's BMI Position: Q3 2025 in Review

Hillsdale Investment Management sold out of Badger Meter (BMI) in Q3 2025, closing a stake of 30 shares — an estimated $7.35K sold.

Hillsdale Investment Management first reported a position in BMI in Q2 2016 and held it in 12 quarters. The position peaked at $734K in Q2 2019. 478 funds tracked by Wall St. Rank hold BMI as of Q3 2025.

Hillsdale Investment Management reported no remaining Badger Meter position as of Q3 2025 after selling out during the quarter.
Hillsdale Investment Management sold 30 Badger Meter shares in Q3 2025, an estimated $7.35K.
Hillsdale Investment Management first reported a position in Badger Meter in Q2 2016 and held it in 12 quarters.
Hillsdale Investment Management's Badger Meter position peaked at $734K in Q2 2019.
478 funds tracked by Wall St. Rank held Badger Meter as of Q3 2025.

Based on Hillsdale Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.