Altshuler Shaham’s Atmos Energy ATO Stock Holding History

Altshuler Shaham’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
2025 Q1	–	Sell	-150	Closed	-$20.9K	–	316
2024 Q4	$20.9K	Sell	150 -12	-7%	-$1.71K	﹤0.01%	220
2024 Q3	$22.5K	Sell	162 -16	-9%	-$2.06K	﹤0.01%	150
2024 Q2	$20.8K	Sell	178 -32	-15%	-$3.73K	﹤0.01%	173
2024 Q1	$25K	Buy	+210	New	+$24.1K	﹤0.01%	168
2023 Q2	–	Sell	-3,335	Closed	-$375K	–	321
2023 Q1	$375K	Sell	3,335 -377	-10%	-$42.9K	0.01%	90
2022 Q4	$416K	Buy	3,712 +3,268	+736%	+$359K	0.02%	79
2022 Q3	$46K	Sell	444 -35	-7%	-$4.01K	﹤0.01%	243
2022 Q2	$54K	Sell	479 -27	-5%	-$3.09K	﹤0.01%	232
2022 Q1	$60K	Buy	+506	New	+$55.3K	﹤0.01%	343
2020 Q2	–	Sell	-1,470	Closed	-$146K	–	355
2020 Q1	$146K	Sell	1,470 -788	-35%	-$86.6K	0.01%	130
2019 Q4	$253K	Buy	2,258 +363	+19%	+$39.8K	0.01%	130
2019 Q3	$216K	Buy	1,895 +1,014	+115%	+$111K	0.01%	135
2019 Q2	$93K	Buy	881 +449	+104%	+$46K	﹤0.01%	146
2019 Q1	$44K	Buy	432 +149	+53%	+$14.5K	﹤0.01%	136
2018 Q4	$26K	Buy	283 +19	+7%	+$1.82K	﹤0.01%	145
2018 Q3	$25K	Buy	264 +221	+514%	+$20.4K	﹤0.01%	138
2018 Q2	$4K	Sell	43 -171	-80%	-$14.8K	﹤0.01%	175
2018 Q1	$18K	Buy	+214	New	+$17.4K	﹤0.01%	134

Other funds holding ATO

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return