Regions Financial Corp’s Badger Meter BMI Stock Holding History

Regions Financial Corp’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
2023 Q2	–	Sell	-2,406	Closed	-$293K	–	829
2023 Q1	$293K	Buy	2,406 +8	+0.3%	+$935	﹤0.01%	698
2022 Q4	$261K	Hold	2,398	–	–	﹤0.01%	727
2022 Q3	$221K	Buy	+2,398	New	+$222K	﹤0.01%	745
2022 Q2	–	Sell	-2,549	Closed	-$254K	–	862
2022 Q1	$254K	Sell	2,549 -83	-3%	-$8.13K	﹤0.01%	810
2021 Q4	$280K	Sell	2,632 -836	-24%	-$88K	﹤0.01%	797
2021 Q3	$351K	Sell	3,468 -1,530	-31%	-$156K	﹤0.01%	709
2021 Q2	$491K	Buy	+4,998	New	+$472K	﹤0.01%	612
2021 Q1	–	Sell	-2,539	Closed	-$239K	–	858
2020 Q4	$239K	Buy	+2,539	New	+$203K	﹤0.01%	751
2020 Q3	–	Sell	-5,838	Closed	-$368K	–	806
2020 Q2	$368K	Buy	+5,838	New	+$346K	﹤0.01%	582
2019 Q2	–	Sell	-594	Closed	-$33K	–	937
2019 Q1	$33K	Buy	594 +2	+0.3%	+$111	﹤0.01%	1236
2018 Q4	$29K	Hold	592	–	–	﹤0.01%	1262
2018 Q3	$32K	Hold	592	–	–	﹤0.01%	1315
2018 Q2	$26K	Sell	592 -397	-40%	-$17.6K	﹤0.01%	1387
2018 Q1	$47K	Sell	989 -237	-19%	-$11.5K	﹤0.01%	1218
2017 Q4	$58K	Buy	+1,226	New	+$56.8K	﹤0.01%	1196

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 $653B AUM 32.41% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Dimensional Fund Advisors

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

JP Morgan Chase

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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