Laurie J. Hall Trustee’s Badger Meter BMI Stock Holding History

Laurie J. Hall Trustee’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
2023 Q3	–	Sell	-24	Closed	-$4K	–	260
2023 Q2	$4K	Hold	24	–	–	﹤0.01%	248
2023 Q1	$3K	Buy	+24	New	+$2.81K	﹤0.01%	245

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

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

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Laurie J. Hall Trustee's BMI Position: Q3 2023 in Review

Laurie J. Hall Trustee sold out of Badger Meter (BMI) in Q3 2023, closing a stake of 24 shares — an estimated $4K sold.

Laurie J. Hall Trustee first reported a position in BMI in Q1 2023 and held it in 2 quarters. The position peaked at $4K in Q2 2023. 373 funds tracked by Wall St. Rank hold BMI as of Q3 2023.

Laurie J. Hall Trustee reported no remaining Badger Meter position as of Q3 2023 after selling out during the quarter.
Laurie J. Hall Trustee sold 24 Badger Meter shares in Q3 2023, an estimated $4K.
Laurie J. Hall Trustee first reported a position in Badger Meter in Q1 2023 and held it in 2 quarters.
Laurie J. Hall Trustee's Badger Meter position peaked at $4K in Q2 2023.
373 funds tracked by Wall St. Rank held Badger Meter as of Q3 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2023, filed 12 Oct 2023.