UniSuper Management’s Badger Meter BMI Stock Holding History

UniSuper 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
2026 Q1	$4.19M	Hold	27,523	–	–	0.03%	293
2025 Q4	$4.8M	Sell	27,523 -20,943	-43%	-$3.77M	0.03%	264
2025 Q3	$8.66M	Sell	48,466 -161	-0.3%	-$31.7K	0.05%	187
2025 Q2	$11.9M	Buy	48,627 +19,524	+67%	+$4.42M	0.08%	149
2025 Q1	$5.54M	Buy	29,103 +1,041	+4%	+$217K	0.04%	212
2024 Q4	$5.95M	Sell	28,062 -3,600	-11%	-$784K	0.04%	200
2024 Q3	$6.92M	Sell	31,662 -6,686	-17%	-$1.34M	0.05%	190
2024 Q2	$7.15M	Sell	38,348 -7,783	-17%	-$1.42M	0.06%	177
2024 Q1	$7.46M	Buy	46,131 +5,386	+13%	+$827K	0.07%	153
2023 Q4	$6.29M	Sell	40,745 -37,868	-48%	-$5.52M	0.07%	166
2023 Q3	$11.3M	Hold	78,613	–	–	0.14%	117
2023 Q2	$11.6M	Buy	+78,613	New	+$10.8M	0.13%	122

Other funds holding BMI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return