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AJO LP’s Atmos Energy ATO Stock Holding History

AJO LP’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
2020
Q4 		– Sell
-118
Closed -$11K – 304
2020
Q3 		$11K Buy
+118
New +$11.8K ﹤0.01% 673
2020
Q2 		– Sell
-6,357
Closed -$630K – 688
2020
Q1 		$630K Buy
+6,357
New +$699K 0.01% 473
2019
Q1 		– Sell
-42,865
Closed -$3.97M – 662
2018
Q4 		$3.97M Buy
42,865
+26,904
+169% +$2.57M 0.02% 348
2018
Q3 		$1.5M Buy
+15,961
New +$1.47M 0.01% 490
2016
Q4 		– Sell
-7,375
Closed -$549K – 521
2016
Q3 		$549K Sell
7,375
-37,749
-84% -$2.9M ﹤0.01% 448
2016
Q2 		$3.67M Sell
45,124
-2,545
-5% -$189K 0.02% 293
2016
Q1 		$3.54M Buy
47,669
+127
+0.3% +$8.72K 0.02% 298
2015
Q4 		$3M Buy
47,542
+11,110
+30% +$683K 0.01% 333
2015
Q3 		$2.12M Buy
+36,432
New +$2M 0.01% 355
2014
Q2 		– Sell
-369,570
Closed -$17.4M – 443
2014
Q1 		$17.4M Sell
369,570
-48,130
-12% -$2.22M 0.08% 146
2013
Q4 		$19M Buy
417,700
+228,800
+121% +$10.1M 0.08% 139
2013
Q3 		$8.04M Sell
188,900
-78,300
-29% -$3.31M 0.04% 216
2013
Q2 		$11M Buy
+267,200
New +$11.4M 0.05% 199

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AJO LP's ATO Position: Q4 2020 in Review

AJO LP sold out of Atmos Energy (ATO) in Q4 2020, closing a stake of 118 shares — an estimated $11K sold.

AJO LP first reported a position in ATO in Q2 2013 and held it in 13 quarters. The position peaked at $19M in Q4 2013. 560 funds tracked by Wall St. Rank hold ATO as of Q4 2020.

  • AJO LP reported no remaining Atmos Energy position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 118 Atmos Energy shares in Q4 2020, an estimated $11K.
  • AJO LP first reported a position in Atmos Energy in Q2 2013 and held it in 13 quarters.
  • AJO LP's Atmos Energy position peaked at $19M in Q4 2013.
  • 560 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.