Achmea Investment Management’s Atmos Energy ATO Stock Holding History

Achmea Investment Management’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-44,808	Closed	-$5.23M	–	407
2024 Q2	$5.23M	Buy	44,808 +1,463	+3%	+$170K	0.09%	208
2024 Q1	$5.15M	Hold	43,345	–	–	0.1%	209
2023 Q4	$5.02M	Buy	43,345 +15,875	+58%	+$1.77M	0.1%	216
2023 Q3	$2.91M	Buy	27,470 +158	+0.6%	+$18.4K	0.06%	277
2023 Q2	$3.18M	Buy	27,312 +12,376	+83%	+$1.43M	0.07%	283
2023 Q1	$1.68M	Buy	14,936 +6,395	+75%	+$727K	0.05%	319
2022 Q4	$897K	Buy	8,541 +150	+2%	+$16.5K	0.03%	411
2022 Q3	$854K	Buy	+8,391	New	+$961K	0.03%	416
2020 Q1	–	Sell	-2,076	Closed	-$232K	–	277
2019 Q4	$232K	Hold	2,076	–	–	0.01%	508
2019 Q3	$236K	Hold	2,076	–	–	0.01%	477
2019 Q2	$219K	Buy	+2,076	New	+$213K	0.01%	495
2018 Q1	–	Sell	-7,379	Closed	-$633K	–	478
2017 Q4	$633K	Buy	7,379 +3,754	+104%	+$330K	0.02%	434
2017 Q3	$303K	Hold	3,625	–	–	0.02%	448
2017 Q2	$300K	Hold	3,625	–	–	0.02%	455
2017 Q1	$286K	Buy	+3,625	New	+$278K	0.01%	477

Other funds holding ATO

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Achmea Investment Management's ATO Position: Q3 2024 in Review

Achmea Investment Management sold out of Atmos Energy (ATO) in Q3 2024, closing a stake of 44,808 shares — an estimated $5.23M sold.

Achmea Investment Management first reported a position in ATO in Q1 2017 and held it in 15 quarters. The position peaked at $5.23M in Q2 2024. 755 funds tracked by Wall St. Rank hold ATO as of Q3 2024.

Achmea Investment Management reported no remaining Atmos Energy position as of Q3 2024 after selling out during the quarter.
Achmea Investment Management sold 44,808 Atmos Energy shares in Q3 2024, an estimated $5.23M.
Achmea Investment Management first reported a position in Atmos Energy in Q1 2017 and held it in 15 quarters.
Achmea Investment Management's Atmos Energy position peaked at $5.23M in Q2 2024.
755 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2024.

Based on Achmea Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.