IEQ Capital’s Badger Meter BMI Stock Holding History

IEQ Capital’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 Q1	–	Sell	-1,528	Closed	-$324K	–	1625
2024 Q4	$324K	Buy	1,528 +165	+12%	+$35.9K	﹤0.01%	994
2024 Q3	$298K	Buy	+1,363	New	+$273K	﹤0.01%	932

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

IEQ Capital's BMI Position: Q1 2025 in Review

IEQ Capital sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 1,528 shares — an estimated $324K sold.

IEQ Capital first reported a position in BMI in Q3 2024 and held it in 2 quarters. The position peaked at $324K in Q4 2024. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

IEQ Capital reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
IEQ Capital sold 1,528 Badger Meter shares in Q1 2025, an estimated $324K.
IEQ Capital first reported a position in Badger Meter in Q3 2024 and held it in 2 quarters.
IEQ Capital's Badger Meter position peaked at $324K in Q4 2024.
496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on IEQ Capital's 13F filing for Q1 2025, filed 14 May 2025.