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VitalStone Financial’s Badger Meter BMI Stock Holding History

VitalStone Financial’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
Q3 		$3.28K Sell
15
-1
-6% -$200 ﹤0.01% 337
2024
Q2 		$2.98K Sell
16
-1
-6% -$183 ﹤0.01% 349
2024
Q1 		$3K Hold
17
– – ﹤0.01% 354
2023
Q4 		$3K Hold
17
– – ﹤0.01% 361
2023
Q3 		$2K Buy
+17
New +$2.69K ﹤0.01% 358

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VitalStone Financial's BMI Position: Q3 2024 in Review

VitalStone Financial reduced its Badger Meter (BMI) stake by 6.3% in Q3 2024, selling an estimated $200 and leaving 15 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

VitalStone Financial first reported a position in BMI in Q3 2023 and has held it in 5 quarters since. 476 funds tracked by Wall St. Rank hold BMI as of Q3 2024.

  • VitalStone Financial held 15 shares of Badger Meter worth $3.28K as of Q3 2024.
  • VitalStone Financial sold 1 Badger Meter share in Q3 2024, an estimated $200.
  • Badger Meter made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #337 holding.
  • VitalStone Financial first reported a position in Badger Meter in Q3 2023 and has held it in 5 quarters since.
  • 476 funds tracked by Wall St. Rank held Badger Meter as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.