Swedbank’s Badger Meter BMI Stock Holding History

Swedbank’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
2024 Q4	–	Sell	-8,544	Closed	-$1.87M	–	696
2024 Q3	$1.87M	Buy	8,544 +671	+9%	+$134K	﹤0.01%	619
2024 Q2	$1.47M	Sell	7,873 -1,333	-14%	-$243K	﹤0.01%	628
2024 Q1	$1.49M	Buy	9,206 +784	+9%	+$120K	﹤0.01%	630
2023 Q4	$1.3M	Buy	8,422 +1,083	+15%	+$158K	﹤0.01%	624
2023 Q3	$1.06M	Buy	7,339 +452	+7%	+$71.4K	﹤0.01%	624
2023 Q2	$1.02M	Hold	6,887	–	–	﹤0.01%	628
2023 Q1	$839K	Hold	6,887	–	–	﹤0.01%	643
2022 Q4	$751K	Buy	6,887 +232	+3%	+$25.2K	﹤0.01%	645
2022 Q3	$615K	Hold	6,655	–	–	﹤0.01%	678
2022 Q2	$538K	Hold	6,655	–	–	﹤0.01%	685
2022 Q1	$664K	Sell	6,655 -247	-4%	-$24.2K	﹤0.01%	703
2021 Q4	$729K	Buy	6,902 +1,475	+27%	+$155K	﹤0.01%	710
2021 Q3	$549K	Buy	5,427 +1,436	+36%	+$147K	﹤0.01%	718
2021 Q2	$392K	Buy	3,991 +1,518	+61%	+$143K	﹤0.01%	722
2021 Q1	$230K	Buy	+2,473	New	+$249K	﹤0.01%	726

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Swedbank's BMI Position: Q4 2024 in Review

Swedbank sold out of Badger Meter (BMI) in Q4 2024, closing a stake of 8,544 shares — an estimated $1.87M sold.

Swedbank first reported a position in BMI in Q1 2021 and held it in 15 quarters. The position peaked at $1.87M in Q3 2024. 490 funds tracked by Wall St. Rank hold BMI as of Q4 2024.

Swedbank reported no remaining Badger Meter position as of Q4 2024 after selling out during the quarter.
Swedbank sold 8,544 Badger Meter shares in Q4 2024, an estimated $1.87M.
Swedbank first reported a position in Badger Meter in Q1 2021 and held it in 15 quarters.
Swedbank's Badger Meter position peaked at $1.87M in Q3 2024.
490 funds tracked by Wall St. Rank held Badger Meter as of Q4 2024.

Based on Swedbank's 13F filing for Q4 2024, filed 22 Jan 2025.