Matthew Hamilton Rosenberg’s Badger Meter BMI Stock Holding History

Matthew Hamilton Rosenberg’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 Q4	–	Sell	-1	Closed	-$218	–	805
2024 Q3	$218	Hold	1	–	–	﹤0.01%	824
2024 Q2	$185	Hold	1	–	–	﹤0.01%	795
2024 Q1	$160	Hold	1	–	–	﹤0.01%	835
2023 Q4	$154	Hold	1	–	–	﹤0.01%	858
2023 Q3	$144	Hold	1	–	–	﹤0.01%	869
2023 Q2	$148	Hold	1	–	–	﹤0.01%	886
2023 Q1	$122	Hold	1	–	–	﹤0.01%	924
2022 Q4	$109	Buy	+1	New	+$109	﹤0.01%	920

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

Goldman Sachs New York $871B AUM 31.28% 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

Norges Bank Oslo, Norway $935B AUM

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

Matthew Hamilton Rosenberg's BMI Position: Q4 2024 in Review

Matthew Hamilton Rosenberg sold out of Badger Meter (BMI) in Q4 2024, closing a stake of 1 share — an estimated $218 sold.

Matthew Hamilton Rosenberg first reported a position in BMI in Q4 2022 and held it in 8 quarters. The position peaked at $218 in Q3 2024. 489 funds tracked by Wall St. Rank hold BMI as of Q4 2024.

Matthew Hamilton Rosenberg reported no remaining Badger Meter position as of Q4 2024 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 1 Badger Meter share in Q4 2024, an estimated $218.
Matthew Hamilton Rosenberg first reported a position in Badger Meter in Q4 2022 and held it in 8 quarters.
Matthew Hamilton Rosenberg's Badger Meter position peaked at $218 in Q3 2024.
489 funds tracked by Wall St. Rank held Badger Meter as of Q4 2024.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2024, filed 14 Jan 2025.