TIMH
BMI icon

Tilt Investment Management Holdings’s Badger Meter BMI Stock Holding History

Tilt Investment Management Holdings’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
-3,066
Closed -$441K – 119
2023
Q3 		$441K Buy
3,066
+727
+31% +$115K 0.31% 96
2023
Q2 		$345K Hold
2,339
– – 0.23% 110
2023
Q1 		$276K Hold
2,339
– – 0.2% 118
2022
Q4 		$255K Buy
+2,339
New +$254K 0.22% 117

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Tilt Investment Management Holdings's BMI Position: Q4 2023 in Review

Tilt Investment Management Holdings sold out of Badger Meter (BMI) in Q4 2023, closing a stake of 3,066 shares — an estimated $441K sold.

Tilt Investment Management Holdings first reported a position in BMI in Q4 2022 and held it in 4 quarters. The position peaked at $441K in Q3 2023. 394 funds tracked by Wall St. Rank hold BMI as of Q4 2023.

  • Tilt Investment Management Holdings reported no remaining Badger Meter position as of Q4 2023 after selling out during the quarter.
  • Tilt Investment Management Holdings sold 3,066 Badger Meter shares in Q4 2023, an estimated $441K.
  • Tilt Investment Management Holdings first reported a position in Badger Meter in Q4 2022 and held it in 4 quarters.
  • Tilt Investment Management Holdings's Badger Meter position peaked at $441K in Q3 2023.
  • 394 funds tracked by Wall St. Rank held Badger Meter as of Q4 2023.

Based on Tilt Investment Management Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.