PDT Partners’s Badger Meter BMI Stock Holding History

PDT Partners’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 Q3	–	Sell	-11,036	Closed	-$2.7M	–	594
2025 Q2	$2.7M	Hold	11,036	–	–	0.15%	232
2025 Q1	$2.1M	Sell	11,036 -5,572	-34%	-$1.16M	0.15%	241
2024 Q4	$3.52M	Buy	16,608 +8	+0%	+$1.74K	0.31%	103
2024 Q3	$3.63M	Buy	16,600 +2,707	+19%	+$542K	0.32%	73
2024 Q2	$2.59M	Buy	+13,893	New	+$2.54M	0.25%	140
2023 Q1	–	Sell	-3,023	Closed	-$330K	–	583
2022 Q4	$330K	Buy	3,023 +285	+10%	+$31K	0.05%	464
2022 Q3	$253K	Buy	+2,738	New	+$254K	0.04%	647
2020 Q3	–	Sell	-8,101	Closed	-$510K	–	726
2020 Q2	$510K	Buy	8,101 +37	+0.5%	+$2.2K	0.03%	404
2020 Q1	$432K	Buy	+8,064	New	+$491K	0.03%	409
2017 Q1	–	Sell	-19,100	Closed	-$706K	–	475
2016 Q4	$706K	Buy	+19,100	New	+$667K	0.05%	363
2013 Q4	–	Sell	-9,484	Closed	-$221K	–	680
2013 Q3	$221K	Buy	+9,484	New	+$223K	0.01%	1365

Other funds holding BMI

BlackRock New York $5.7T 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

Geode Capital Management

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

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return