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Westwood Holdings Group’s Badger Meter BMI Stock Holding History

Westwood Holdings Group’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
2022
Q4 		– Sell
-5,181
Closed -$479K – 562
2022
Q3 		$479K Sell
5,181
-23
-0.4% -$2.13K 0.01% 371
2022
Q2 		$421K Buy
+5,204
New +$430K ﹤0.01% 400

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State Street
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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westwood Holdings Group's BMI Position: Q4 2022 in Review

Westwood Holdings Group sold out of Badger Meter (BMI) in Q4 2022, closing a stake of 5,181 shares — an estimated $479K sold.

Westwood Holdings Group first reported a position in BMI in Q2 2022 and held it in 2 quarters. The position peaked at $479K in Q3 2022. 306 funds tracked by Wall St. Rank hold BMI as of Q4 2022.

  • Westwood Holdings Group reported no remaining Badger Meter position as of Q4 2022 after selling out during the quarter.
  • Westwood Holdings Group sold 5,181 Badger Meter shares in Q4 2022, an estimated $479K.
  • Westwood Holdings Group first reported a position in Badger Meter in Q2 2022 and held it in 2 quarters.
  • Westwood Holdings Group's Badger Meter position peaked at $479K in Q3 2022.
  • 306 funds tracked by Wall St. Rank held Badger Meter as of Q4 2022.

Based on Westwood Holdings Group's 13F filing for Q4 2022, filed 14 Feb 2023.