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Institutional & Family Asset Management’s Badger Meter BMI Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$2.61K Sell
14
-17
-55% -$3.1K ﹤0.01% 556
2024
Q1 		$5.02K Hold
31
– – ﹤0.01% 495
2023
Q4 		$4.79K Buy
31
+3
+11% +$437 ﹤0.01% 485
2023
Q3 		$4.03K Hold
28
– – ﹤0.01% 490
2023
Q2 		$4.13K Hold
28
– – ﹤0.01% 503
2023
Q1 		$3.41K Hold
28
– – ﹤0.01% 517
2022
Q4 		$3.05K Hold
28
– – ﹤0.01% 524
2022
Q3 		$3K Hold
28
– – ﹤0.01% 535
2022
Q2 		$2K Hold
28
– – ﹤0.01% 584
2022
Q1 		$3K Hold
28
– – ﹤0.01% 602
2021
Q4 		$3K Sell
28
-500
-95% -$52.7K ﹤0.01% 612
2021
Q3 		$53K Hold
528
– – 0.01% 316
2021
Q2 		$52K Sell
528
-1,000
-65% -$94.5K 0.01% 329
2021
Q1 		$142K Sell
1,528
-113
-7% -$11.4K 0.03% 225
2020
Q4 		$154K Sell
1,641
-41
-2% -$3.27K 0.03% 205
2020
Q3 		$110K Hold
1,682
– – 0.03% 220
2020
Q2 		$106K Sell
1,682
-19
-1% -$1.13K 0.02% 229
2020
Q1 		$91K Hold
1,701
– – 0.02% 215
2019
Q4 		$110K Hold
1,701
– – 0.02% 221
2019
Q3 		$91K Hold
1,701
– – 0.02% 229
2019
Q2 		$102K Sell
1,701
-103
-6% -$5.71K 0.02% 221
2019
Q1 		$100K Hold
1,804
– – 0.02% 240
2018
Q4 		$89K Hold
1,804
– – 0.02% 238
2018
Q3 		$96K Hold
1,804
– – 0.02% 268
2018
Q2 		$81K Hold
1,804
– – 0.02% 303
2018
Q1 		$85K Buy
+1,804
New +$87.3K 0.02% 271

Other funds holding BMI

BlackRock
BlackRock New York $5.72T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Institutional & Family Asset Management's BMI Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Badger Meter (BMI) stake by 55% in Q2 2024, selling an estimated $3.1K and leaving 14 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Institutional & Family Asset Management first reported a position in BMI in Q1 2018 and has held it in 26 quarters since. The position peaked at $154K in Q4 2020. 450 funds tracked by Wall St. Rank hold BMI as of Q2 2024.

  • Institutional & Family Asset Management held 14 shares of Badger Meter worth $2.61K as of Q2 2024.
  • Institutional & Family Asset Management sold 17 Badger Meter shares in Q2 2024, an estimated $3.1K.
  • Badger Meter made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #556 holding.
  • Institutional & Family Asset Management first reported a position in Badger Meter in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Badger Meter position peaked at $154K in Q4 2020.
  • 450 funds tracked by Wall St. Rank held Badger Meter as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.