R Squared’s Badger Meter BMI Stock Holding History

R Squared’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	-130	Closed	-$27.6K	–	462
2024 Q4	$27.6K	Buy	+130	New	+$28.3K	0.03%	745

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

R Squared's BMI Position: Q1 2025 in Review

R Squared sold out of Badger Meter (BMI) in Q1 2025, closing a stake of 130 shares — an estimated $27.6K sold.

R Squared first reported a position in BMI in Q4 2024 and held it in 1 quarter. The position peaked at $27.6K in Q4 2024. 496 funds tracked by Wall St. Rank hold BMI as of Q1 2025.

R Squared reported no remaining Badger Meter position as of Q1 2025 after selling out during the quarter.
R Squared sold 130 Badger Meter shares in Q1 2025, an estimated $27.6K.
R Squared first reported a position in Badger Meter in Q4 2024 and held it in 1 quarter.
R Squared's Badger Meter position peaked at $27.6K in Q4 2024.
496 funds tracked by Wall St. Rank held Badger Meter as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.