Bridgewater Associates’s Atmos Energy ATO Stock Holding History

Bridgewater Associates’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 Q1	–	Sell	-40,244	Closed	-$4.66M	–	692
2023 Q4	$4.66M	Buy	+40,244	New	+$4.5M	0.03%	375
2023 Q3	–	Sell	-4,840	Closed	-$563K	–	745
2023 Q2	$563K	Sell	4,840 -1,992	-29%	-$231K	﹤0.01%	639
2023 Q1	$768K	Sell	6,832 -16,034	-70%	-$1.82M	﹤0.01%	592
2022 Q4	$2.56M	Buy	22,866 +8,146	+55%	+$896K	0.01%	490
2022 Q3	$1.5M	Sell	14,720 -8,841	-38%	-$1.01M	0.01%	621
2022 Q2	$2.64M	Buy	23,561 +7,669	+48%	+$879K	0.01%	618
2022 Q1	$1.9M	Buy	15,892 +8,420	+113%	+$920K	0.01%	694
2021 Q4	$783K	Sell	7,472 -3,200	-30%	-$303K	﹤0.01%	612
2021 Q3	$941K	Buy	10,672 +355	+3%	+$34.3K	0.01%	522
2021 Q2	$992K	Buy	+10,317	New	+$1.03M	0.01%	588
2020 Q3	–	Sell	-2,098	Closed	-$209K	–	439
2020 Q2	$209K	Sell	2,098 -1,489	-42%	-$150K	﹤0.01%	371
2020 Q1	$356K	Buy	+3,587	New	+$394K	0.01%	326
2019 Q1	–	Sell	-8,869	Closed	-$822K	–	326
2018 Q4	$822K	Buy	+8,869	New	+$848K	0.01%	357
2018 Q3	–	Sell	-3,900	Closed	-$352K	–	367
2018 Q2	$352K	Sell	3,900 -2,778	-42%	-$240K	﹤0.01%	401
2018 Q1	$563K	Sell	6,678 -1,326	-17%	-$108K	0.01%	378
2017 Q4	$687K	Buy	+8,004	New	+$704K	0.01%	207

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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