Standard Family Office’s Badger Meter BMI Stock Holding History

Standard Family Office’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
2022 Q4	–	Sell	-600	Closed	-$55K	–	60
2022 Q3	$55K	Buy	+600	New	+$55.7K	0.02%	119
2021 Q4	–	Sell	-475	Closed	-$48K	–	215
2021 Q3	$48K	Sell	475 -1,861	-80%	-$190K	0.01%	52
2021 Q2	$229K	Buy	2,336 +475	+26%	+$44.9K	0.05%	135
2021 Q1	$173K	Sell	1,861 -600	-24%	-$60.4K	0.04%	139
2020 Q4	$231K	Buy	+2,461	New	+$197K	0.06%	111

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Standard Family Office's BMI Position: Q4 2022 in Review

Standard Family Office sold out of Badger Meter (BMI) in Q4 2022, closing a stake of 600 shares — an estimated $55K sold.

Standard Family Office first reported a position in BMI in Q4 2020 and held it in 5 quarters. The position peaked at $231K in Q4 2020. 306 funds tracked by Wall St. Rank hold BMI as of Q4 2022.

Standard Family Office reported no remaining Badger Meter position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 600 Badger Meter shares in Q4 2022, an estimated $55K.
Standard Family Office first reported a position in Badger Meter in Q4 2020 and held it in 5 quarters.
Standard Family Office's Badger Meter position peaked at $231K in Q4 2020.
306 funds tracked by Wall St. Rank held Badger Meter as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.