Plato Investment Management’s Badger Meter BMI Stock Holding History

Plato Investment Management’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	-1,465	Closed	-$312K	–	538
2024 Q4	$312K	Buy	+1,465	New	+$319K	0.02%	387

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Plato Investment Management's BMI Position: Q1 2025 in Review

Plato Investment Management sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 1,465 shares — an estimated $312K sold.

Plato Investment Management first reported a position in BMI in Q4 2024 and held it in 1 quarter. The position peaked at $312K in Q4 2024. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

Plato Investment Management reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
Plato Investment Management sold 1,465 Badger Meter shares in Q1 2025, an estimated $312K.
Plato Investment Management first reported a position in Badger Meter in Q4 2024 and held it in 1 quarter.
Plato Investment Management's Badger Meter position peaked at $312K in Q4 2024.
496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.