STCOSD
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Sageworth Trust Company of South Dakota’s Badger Meter BMI Stock Holding History

Sageworth Trust Company of South Dakota’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
-33
Closed -$4.02K – 59
2023
Q1 		$4.02K Hold
33
– – 0.01% 160
2022
Q4 		$4K Hold
33
– – 0.01% 160
2022
Q3 		$3K Sell
33
-21
-39% -$1.95K 0.01% 167
2022
Q2 		$4K Hold
54
– – 0.01% 241
2022
Q1 		$5K Sell
54
-72
-57% -$7.05K 0.01% 284
2021
Q4 		$13K Buy
+126
New +$13.3K 0.02% 306

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sageworth Trust Company of South Dakota's BMI Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of Badger Meter (BMI) in Q2 2023, closing a stake of 33 shares — an estimated $4.02K sold.

Sageworth Trust Company of South Dakota first reported a position in BMI in Q4 2021 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 355 funds tracked by Wall St. Rank hold BMI as of Q2 2023.

  • Sageworth Trust Company of South Dakota reported no remaining Badger Meter position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 33 Badger Meter shares in Q2 2023, an estimated $4.02K.
  • Sageworth Trust Company of South Dakota first reported a position in Badger Meter in Q4 2021 and held it in 6 quarters.
  • Sageworth Trust Company of South Dakota's Badger Meter position peaked at $13K in Q4 2021.
  • 355 funds tracked by Wall St. Rank held Badger Meter as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.