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Systematic Financial Management’s Badger Meter BMI Stock Holding History

Systematic Financial Management’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
2020
Q3 		– Sell
-5,140
Closed -$323K – 275
2020
Q2 		$323K Sell
5,140
-1,515
-23% -$89.9K 0.02% 301
2020
Q1 		$357K Sell
6,655
-3,515
-35% -$214K 0.02% 255
2019
Q4 		$660K Hold
10,170
– – 0.03% 247
2019
Q3 		$546K Sell
10,170
-6,755
-40% -$364K 0.02% 338
2019
Q2 		$1.01M Buy
+16,925
New +$938K 0.04% 271

Other funds holding BMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Systematic Financial Management's BMI Position: Q3 2020 in Review

Systematic Financial Management sold out of Badger Meter (BMI) in Q3 2020, closing a stake of 5,140 shares — an estimated $323K sold.

Systematic Financial Management first reported a position in BMI in Q2 2019 and held it in 5 quarters. The position peaked at $1.01M in Q2 2019. 220 funds tracked by Wall St. Rank hold BMI as of Q3 2020.

  • Systematic Financial Management reported no remaining Badger Meter position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 5,140 Badger Meter shares in Q3 2020, an estimated $323K.
  • Systematic Financial Management first reported a position in Badger Meter in Q2 2019 and held it in 5 quarters.
  • Systematic Financial Management's Badger Meter position peaked at $1.01M in Q2 2019.
  • 220 funds tracked by Wall St. Rank held Badger Meter as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.