TAP Consulting’s Badger Meter BMI Stock Holding History

TAP Consulting’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	$3.16M	Sell	14,898 -761	-5%	-$166K	0.65%	41
2024 Q3	$3.42M	Sell	15,659 -1,101	-7%	-$221K	0.67%	40
2024 Q2	$3.12M	Sell	16,760 -9	-0.1%	-$1.64K	0.66%	39
2024 Q1	$2.71M	Buy	16,769 +2,285	+16%	+$351K	0.6%	48
2023 Q4	$2.24M	Sell	14,484 -136	-0.9%	-$19.8K	0.53%	48
2023 Q3	$2.1M	Sell	14,620 -4,168	-22%	-$658K	0.54%	55
2023 Q2	$2.77M	Sell	18,788 -311	-2%	-$42.8K	0.68%	41
2023 Q1	$2.33M	Buy	+19,099	New	+$2.23M	0.57%	49
2022 Q2	–	Sell	-3,065	Closed	-$306K	–	124
2022 Q1	$306K	Sell	3,065 -47,537	-94%	-$4.66M	0.08%	117
2021 Q4	$5.39M	Buy	50,602 +9,376	+23%	+$987K	1.23%	30
2021 Q3	$4.17M	Buy	+41,226	New	+$4.21M	1.12%	34

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

TAP Consulting's BMI Position: Q4 2024 in Review

TAP Consulting reduced its Badger Meter (BMI) stake by 4.9% in Q4 2024, selling an estimated $166K and leaving 14,898 shares worth $3.16M. The position accounts for 0.65% of the portfolio, ranked #41.

TAP Consulting first reported a position in BMI in Q3 2021 and has held it in 11 quarters since. The position peaked at $5.39M in Q4 2021. 490 funds tracked by Wall St. Rank hold BMI as of Q4 2024.

TAP Consulting held 14,898 shares of Badger Meter worth $3.16M as of Q4 2024.
TAP Consulting sold 761 Badger Meter shares in Q4 2024, an estimated $166K.
Badger Meter made up 0.65% of TAP Consulting's portfolio in Q4 2024, its #41 holding.
TAP Consulting first reported a position in Badger Meter in Q3 2021 and has held it in 11 quarters since.
TAP Consulting's Badger Meter position peaked at $5.39M in Q4 2021.
490 funds tracked by Wall St. Rank held Badger Meter as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.