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Triasima Portfolio Management’s Badger Meter BMI Stock Holding History

Triasima Portfolio 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
2024
Q1 		– Sell
-12,425
Closed -$1.92M – 140
2023
Q4 		$1.92M Sell
12,425
-15,400
-55% -$2.24M 0.16% 78
2023
Q3 		$4M Hold
27,825
– – 0.37% 53
2023
Q2 		$5.44M Sell
27,825
-240
-0.9% -$33K 0.34% 53
2023
Q1 		$3.42M Buy
+28,065
New +$3.28M 0.28% 59

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Triasima Portfolio Management's BMI Position: Q1 2024 in Review

Triasima Portfolio Management sold out of Badger Meter (BMI) in Q1 2024, closing a stake of 12,425 shares — an estimated $1.92M sold.

Triasima Portfolio Management first reported a position in BMI in Q1 2023 and held it in 4 quarters. The position peaked at $5.44M in Q2 2023. 416 funds tracked by Wall St. Rank hold BMI as of Q1 2024.

  • Triasima Portfolio Management reported no remaining Badger Meter position as of Q1 2024 after selling out during the quarter.
  • Triasima Portfolio Management sold 12,425 Badger Meter shares in Q1 2024, an estimated $1.92M.
  • Triasima Portfolio Management first reported a position in Badger Meter in Q1 2023 and held it in 4 quarters.
  • Triasima Portfolio Management's Badger Meter position peaked at $5.44M in Q2 2023.
  • 416 funds tracked by Wall St. Rank held Badger Meter as of Q1 2024.

Based on Triasima Portfolio Management's 13F filing for Q1 2024, filed 26 Apr 2024.