Kowal Investment Group’s Badger Meter BMI Stock Holding History

Kowal Investment Group’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 Q3	–	Sell	-1,492	Closed	-$278K	–	201
2024 Q2	$278K	Buy	1,492 +1	+0.1%	+$183	0.06%	147
2024 Q1	$241K	Hold	1,491	–	–	0.05%	156
2023 Q4	$230K	Buy	+1,491	New	+$217K	0.05%	151
2023 Q3	–	Sell	-1,366	Closed	-$202K	–	153
2023 Q2	$202K	Buy	+1,366	New	+$188K	0.05%	155
2021 Q4	–	Sell	-899	Closed	-$91K	–	225
2021 Q3	$91K	Buy	+899	New	+$91.9K	0.03%	165

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

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

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Kowal Investment Group's BMI Position: Q3 2024 in Review

Kowal Investment Group sold out of Badger Meter (BMI) in Q3 2024, closing a stake of 1,492 shares — an estimated $278K sold.

Kowal Investment Group first reported a position in BMI in Q3 2021 and held it in 5 quarters. The position peaked at $278K in Q2 2024. 476 funds tracked by Wall St. Rank hold BMI as of Q3 2024.

Kowal Investment Group reported no remaining Badger Meter position as of Q3 2024 after selling out during the quarter.
Kowal Investment Group sold 1,492 Badger Meter shares in Q3 2024, an estimated $278K.
Kowal Investment Group first reported a position in Badger Meter in Q3 2021 and held it in 5 quarters.
Kowal Investment Group's Badger Meter position peaked at $278K in Q2 2024.
476 funds tracked by Wall St. Rank held Badger Meter as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.