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Aperio Group’s Atmos Energy ATO Stock Holding History

Aperio Group’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 		$7.15M Buy
74,921
+696
+0.9% +$67.1K 0.02% 679
2020
Q3 		$7.09M Sell
74,225
-12,068
-14% -$1.2M 0.02% 604
2020
Q2 		$8.59M Sell
86,293
-7,636
-8% -$770K 0.03% 516
2020
Q1 		$9.32M Buy
93,929
+17,216
+22% +$1.89M 0.04% 432
2019
Q4 		$8.58M Sell
76,713
-659
-0.9% -$72.3K 0.03% 551
2019
Q3 		$8.81M Sell
77,372
-1,077
-1% -$118K 0.03% 515
2019
Q2 		$8.28M Sell
78,449
-1,051
-1% -$108K 0.03% 536
2019
Q1 		$8.18M Buy
79,500
+4,535
+6% +$442K 0.04% 521
2018
Q4 		$6.95M Sell
74,965
-1,903
-2% -$182K 0.04% 519
2018
Q3 		$7.22M Buy
76,868
+5,151
+7% +$475K 0.03% 555
2018
Q2 		$6.46M Sell
71,717
-50
-0.1% -$4.33K 0.03% 579
2018
Q1 		$6.04M Buy
71,767
+572
+0.8% +$46.6K 0.03% 585
2017
Q4 		$6.11M Buy
71,195
+13,791
+24% +$1.21M 0.03% 574
2017
Q3 		$4.81M Buy
57,404
+678
+1% +$58.5K 0.03% 618
2017
Q2 		$4.71M Sell
56,726
-4,691
-8% -$385K 0.03% 610
2017
Q1 		$4.85M Sell
61,417
-8,156
-12% -$626K 0.03% 565
2016
Q4 		$5.16M Sell
69,573
-8,112
-10% -$586K 0.04% 491
2016
Q3 		$5.79M Sell
77,685
-612
-0.8% -$47.1K 0.04% 488
2016
Q2 		$6.37M Buy
78,297
+6,643
+9% +$493K 0.05% 433
2016
Q1 		$5.32M Sell
71,654
-9,318
-12% -$640K 0.05% 455
2015
Q4 		$5.1M Buy
80,972
+33,455
+70% +$2.06M 0.05% 453
2015
Q3 		$2.77M Buy
47,517
+31,608
+199% +$1.74M 0.03% 621
2015
Q2 		$816K Sell
15,909
-1,728
-10% -$92.6K 0.01% 1074
2015
Q1 		$975K Buy
17,637
+5,261
+43% +$289K 0.01% 947
2014
Q4 		$690K Buy
12,376
+3,107
+34% +$164K 0.01% 1056
2014
Q3 		$442K Buy
9,269
+1,211
+15% +$60.4K 0.01% 1199
2014
Q2 		$430K Buy
8,058
+430
+6% +$21.7K 0.01% 1207
2014
Q1 		$360K Buy
+7,628
New +$351K 0.01% 1499
2013
Q4 		– Sell
-5,697
Closed -$251K – 1553
2013
Q3 		$243K Buy
+5,697
New +$241K ﹤0.01% 1537

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

Aperio Group's ATO Position: Q4 2020 in Review

Aperio Group increased its Atmos Energy (ATO) stake by 0.94% in Q4 2020, buying an estimated $67.1K and bringing the position to 74,921 shares worth $7.15M. The position accounts for 0.02% of the portfolio, ranked #679.

Aperio Group first reported a position in ATO in Q3 2013 and has held it in 29 quarters since. The position peaked at $9.32M in Q1 2020. 561 funds tracked by Wall St. Rank hold ATO as of Q4 2020.

  • Aperio Group held 74,921 shares of Atmos Energy worth $7.15M as of Q4 2020.
  • Aperio Group bought 696 Atmos Energy shares in Q4 2020, an estimated $67.1K.
  • Atmos Energy made up 0.02% of Aperio Group's portfolio in Q4 2020, its #679 holding.
  • Aperio Group first reported a position in Atmos Energy in Q3 2013 and has held it in 29 quarters since.
  • Aperio Group's Atmos Energy position peaked at $9.32M in Q1 2020.
  • 561 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2020.

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