Mendota Financial Group’s Badger Meter BMI Stock Holding History

Mendota Financial 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 Q4	–	Sell	-3	Closed	-$656	–	484
2024 Q3	$656	Buy	+3	New	+$601	﹤0.01%	363

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

Mendota Financial Group's BMI Position: Q4 2024 in Review

Mendota Financial Group sold out of Badger Meter (BMI) in Q4 2024, closing a stake of 3 shares — an estimated $656 sold.

Mendota Financial Group first reported a position in BMI in Q3 2024 and held it in 1 quarter. The position peaked at $656 in Q3 2024. 489 funds tracked by Wall St. Rank hold BMI as of Q4 2024.

Mendota Financial Group reported no remaining Badger Meter position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 3 Badger Meter shares in Q4 2024, an estimated $656.
Mendota Financial Group first reported a position in Badger Meter in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's Badger Meter position peaked at $656 in Q3 2024.
489 funds tracked by Wall St. Rank held Badger Meter as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.