Sunbelt Securities’s Badger Meter BMI Stock Holding History

Sunbelt Securities’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 Q4	–	Sell	-10	Closed	-$1.44K	–	1707
2023 Q3	$1.44K	Buy	+10	New	+$1.58K	﹤0.01%	1536

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Sunbelt Securities's BMI Position: Q4 2023 in Review

Sunbelt Securities sold out of Badger Meter (BMI) in Q4 2023, closing a stake of 10 shares — an estimated $1.44K sold.

Sunbelt Securities first reported a position in BMI in Q3 2023 and held it in 1 quarter. The position peaked at $1.44K in Q3 2023. 394 funds tracked by Wall St. Rank hold BMI as of Q4 2023.

Sunbelt Securities reported no remaining Badger Meter position as of Q4 2023 after selling out during the quarter.
Sunbelt Securities sold 10 Badger Meter shares in Q4 2023, an estimated $1.44K.
Sunbelt Securities first reported a position in Badger Meter in Q3 2023 and held it in 1 quarter.
Sunbelt Securities's Badger Meter position peaked at $1.44K in Q3 2023.
394 funds tracked by Wall St. Rank held Badger Meter as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.