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Navellier & Associates’s Badger Meter BMI Stock Holding History

Navellier & Associates’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
2025
Q1 		– Sell
-1,156
Closed -$245K – 314
2024
Q4 		$245K Buy
+1,156
New +$252K 0.03% 297
2024
Q3 		– Sell
-1,205
Closed -$225K – 319
2024
Q2 		$225K Buy
+1,205
New +$220K 0.03% 312

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Navellier & Associates's BMI Position: Q1 2025 in Review

Navellier & Associates sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 1,156 shares — an estimated $245K sold.

Navellier & Associates first reported a position in BMI in Q2 2024 and held it in 2 quarters. The position peaked at $245K in Q4 2024. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

  • Navellier & Associates reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
  • Navellier & Associates sold 1,156 Badger Meter shares in Q1 2025, an estimated $245K.
  • Navellier & Associates first reported a position in Badger Meter in Q2 2024 and held it in 2 quarters.
  • Navellier & Associates's Badger Meter position peaked at $245K in Q4 2024.
  • 496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on Navellier & Associates's 13F filing for Q1 2025, filed 6 May 2025.