UFF
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USA Financial Formulas’s Badger Meter BMI Stock Holding History

USA Financial Formulas’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 		– Sell
-112
Closed -$24.5K – 298
2024
Q3 		$24.5K Buy
+112
New +$22.4K ﹤0.01% 239
2023
Q4 		– Sell
-646
Closed -$92.9K – 369
2023
Q3 		$92.9K Sell
646
-3
-0.5% -$474 0.14% 158
2023
Q2 		$95.8K Sell
649
-1
-0.2% -$138 0.15% 111
2023
Q1 		$79.2K Buy
+650
New +$76K 0.13% 96
2018
Q3 		– Sell
-8,769
Closed -$413K – 286
2018
Q2 		$413K Sell
8,769
-46
-0.5% -$2.04K 0.1% 169
2018
Q1 		$416K Buy
+8,815
New +$426K 0.1% 168

Other funds holding BMI

BlackRock
BlackRock New York $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return