SFG
BMI icon

Steward Financial Group’s Badger Meter BMI Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+20
New +$3.16K ﹤0.01% 931
2023
Q2 		– Sell
-20
Closed -$2K – 526
2023
Q1 		$2K Buy
20
+10
+100% +$1.17K ﹤0.01% 478
2022
Q4 		$1K Buy
+10
New +$1.09K ﹤0.01% 395
2022
Q3 		– Sell
-10
Closed – – 231
2022
Q2 		$0 Buy
+10
New +$826 ﹤0.01% 998

Other funds holding BMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $1.56T AUM 27.86% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steward Financial Group's BMI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Badger Meter (BMI) in Q3 2023: 20 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BMI as recently as Q1 2023.

Steward Financial Group first reported a position in BMI in Q2 2022 and has held it in 4 quarters since. 373 funds tracked by Wall St. Rank hold BMI as of Q3 2023.

  • Steward Financial Group held 20 shares of Badger Meter worth $2K as of Q3 2023.
  • Badger Meter was a new Steward Financial Group position in Q3 2023.
  • Badger Meter made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #931 holding.
  • Steward Financial Group first reported a position in Badger Meter in Q2 2022 and has held it in 4 quarters since.
  • 373 funds tracked by Wall St. Rank held Badger Meter as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.