Planned Solutions’s Badger Meter BMI Stock Holding History

Planned Solutions’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	-290	Closed	-$63.3K	–	174
2024 Q3	$63.3K	Buy	+290	New	+$58.1K	0.03%	270
2024 Q1	–	Sell	-290	Closed	-$44.8K	–	146
2023 Q4	$44.8K	Buy	+290	New	+$42.2K	0.02%	295

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

Planned Solutions's BMI Position: Q4 2024 in Review

Planned Solutions sold out of Badger Meter (BMI) in Q4 2024, closing a stake of 290 shares — an estimated $63.3K sold.

Planned Solutions first reported a position in BMI in Q4 2023 and held it in 2 quarters. The position peaked at $63.3K in Q3 2024. 489 funds tracked by Wall St. Rank hold BMI as of Q4 2024.

Planned Solutions reported no remaining Badger Meter position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 290 Badger Meter shares in Q4 2024, an estimated $63.3K.
Planned Solutions first reported a position in Badger Meter in Q4 2023 and held it in 2 quarters.
Planned Solutions's Badger Meter position peaked at $63.3K in Q3 2024.
489 funds tracked by Wall St. Rank held Badger Meter as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.