Prelude Capital Management’s Badger Meter BMI Stock Holding History

Prelude Capital 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	-1,399	Closed	-$297K	–	1211
2024 Q4	$297K	Buy	1,399 +112	+9%	+$24.4K	0.02%	804
2024 Q3	$281K	Sell	1,287 -1,201	-48%	-$241K	0.02%	897
2024 Q2	$464K	Buy	2,488 +763	+44%	+$139K	0.03%	575
2024 Q1	$279K	Buy	+1,725	New	+$265K	0.01%	929
2023 Q2	–	Sell	-2,240	Closed	-$273K	–	1136
2023 Q1	$273K	Buy	+2,240	New	+$262K	0.02%	687
2022 Q4	–	Sell	-3,127	Closed	-$289K	–	1344
2022 Q3	$289K	Sell	3,127 -1,438	-32%	-$133K	0.01%	889
2022 Q2	$369K	Buy	+4,565	New	+$377K	0.01%	961
2022 Q1	–	Sell	-2,546	Closed	-$271K	–	1844
2021 Q4	$271K	Buy	+2,546	New	+$268K	0.01%	1379
2021 Q3	–	Sell	-5,164	Closed	-$507K	–	1759
2021 Q2	$507K	Buy	+5,164	New	+$488K	0.02%	933
2016 Q3	–	Sell	-504	Closed	-$18K	–	1594
2016 Q2	$18K	Buy	+504	New	+$18K	﹤0.01%	1305
2014 Q1	–	Sell	-500	Closed	-$14K	–	1866
2013 Q4	$14K	Buy	+500	New	+$13K	﹤0.01%	1409

Other funds holding BMI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Prelude Capital Management's BMI Position: Q1 2025 in Review

Prelude Capital Management sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 1,399 shares — an estimated $297K sold.

Prelude Capital Management first reported a position in BMI in Q4 2013 and held it in 11 quarters. The position peaked at $507K in Q2 2021. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

Prelude Capital Management reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
Prelude Capital Management sold 1,399 Badger Meter shares in Q1 2025, an estimated $297K.
Prelude Capital Management first reported a position in Badger Meter in Q4 2013 and held it in 11 quarters.
Prelude Capital Management's Badger Meter position peaked at $507K in Q2 2021.
496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on Prelude Capital Management's 13F filing for Q1 2025, filed 15 May 2025.