Y-Intercept (HK)’s Badger Meter BMI Stock Holding History

Y-Intercept (HK)’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
2025 Q4	–	Sell	-27,901	Closed	-$4.98M	–	1558
2025 Q3	$4.98M	Buy	27,901 +27,026	+3,089%	+$5.32M	0.12%	208
2025 Q2	$214K	Buy	+875	New	+$198K	0.01%	1446
2025 Q1	–	Sell	-2,186	Closed	-$464K	–	1215
2024 Q4	$464K	Buy	2,186 +463	+27%	+$101K	0.03%	760
2024 Q3	$376K	Buy	1,723 +587	+52%	+$118K	0.02%	917
2024 Q2	$212K	Buy	+1,136	New	+$207K	0.01%	1164
2024 Q1	–	Sell	-2,538	Closed	-$392K	–	1379
2023 Q4	$392K	Sell	2,538 -4,578	-64%	-$667K	0.04%	716
2023 Q3	$1.02M	Buy	7,116 +2,990	+72%	+$472K	0.1%	307
2023 Q2	$609K	Buy	+4,126	New	+$568K	0.06%	490
2023 Q1	–	Sell	-5,447	Closed	-$594K	–	1188
2022 Q4	$594K	Buy	+5,447	New	+$592K	0.09%	369
2021 Q2	–	Sell	-3,224	Closed	-$304K	–	634
2021 Q1	$304K	Buy	+3,224	New	+$325K	0.08%	397

Other funds holding BMI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

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

Dimensional Fund Advisors

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

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return