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Surevest’s Badger Meter BMI Stock Holding History

Surevest’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
Q3 		$116K Buy
1,256
+3
+0.2% +$278 0.03% 157
2022
Q2 		$101K Buy
1,253
+4
+0.3% +$331 0.03% 168
2022
Q1 		$125K Buy
1,249
+2
+0.2% +$196 0.03% 150
2021
Q4 		$133K Buy
+1,247
New +$131K 0.03% 137
2021
Q1 		– Sell
-2,475
Closed -$233K – 93
2020
Q4 		$233K Buy
+2,475
New +$198K 0.08% 84

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Surevest's BMI Position: Q3 2022 in Review

Surevest increased its Badger Meter (BMI) stake by 0.24% in Q3 2022, buying an estimated $278 and bringing the position to 1,256 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #157.

Surevest first reported a position in BMI in Q4 2020 and has held it in 5 quarters since. The position peaked at $233K in Q4 2020. 282 funds tracked by Wall St. Rank hold BMI as of Q3 2022.

  • Surevest held 1,256 shares of Badger Meter worth $116K as of Q3 2022.
  • Surevest bought 3 Badger Meter shares in Q3 2022, an estimated $278.
  • Badger Meter made up 0.03% of Surevest's portfolio in Q3 2022, its #157 holding.
  • Surevest first reported a position in Badger Meter in Q4 2020 and has held it in 5 quarters since.
  • Surevest's Badger Meter position peaked at $233K in Q4 2020.
  • 282 funds tracked by Wall St. Rank held Badger Meter as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.