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KLR Investment Advisors’s Badger Meter BMI Stock Holding History

KLR Investment Advisors’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
Q1 		$409K Sell
2,259
-165
-7% -$25.3K 0.3% 91
2023
Q4 		$374K Sell
2,424
-117
-5% -$17K 0.27% 113
2023
Q3 		$310K Buy
2,541
+60
+2% +$9.48K 0.28% 114
2023
Q2 		$366K Sell
2,481
-192
-7% -$26.4K 0.3% 111
2023
Q1 		$326K Sell
2,673
-596
-18% -$69.7K 0.29% 114
2022
Q4 		$356K Buy
+3,269
New +$355K 0.29% 109

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KLR Investment Advisors's BMI Position: Q1 2024 in Review

KLR Investment Advisors reduced its Badger Meter (BMI) stake by 6.8% in Q1 2024, selling an estimated $25.3K and leaving 2,259 shares worth $409K. The position accounts for 0.3% of the portfolio, ranked #91.

KLR Investment Advisors first reported a position in BMI in Q4 2022 and has held it in 6 quarters since. 416 funds tracked by Wall St. Rank hold BMI as of Q1 2024.

  • KLR Investment Advisors held 2,259 shares of Badger Meter worth $409K as of Q1 2024.
  • KLR Investment Advisors sold 165 Badger Meter shares in Q1 2024, an estimated $25.3K.
  • Badger Meter made up 0.3% of KLR Investment Advisors's portfolio in Q1 2024, its #91 holding.
  • KLR Investment Advisors first reported a position in Badger Meter in Q4 2022 and has held it in 6 quarters since.
  • 416 funds tracked by Wall St. Rank held Badger Meter as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.