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Cambridge Trust’s Atmos Energy ATO Stock Holding History

Cambridge Trust’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 		$5.37M Sell
45,134
-558
-1% -$64K 0.2% 91
2023
Q4 		$5.3M Sell
45,692
-637
-1% -$71.2K 0.22% 90
2023
Q3 		$4.91M Buy
46,329
+253
+0.5% +$29.5K 0.23% 87
2023
Q2 		$5.36M Sell
46,076
-960
-2% -$111K 0.24% 79
2023
Q1 		$5.28M Sell
47,036
-235
-0.5% -$26.7K 0.25% 80
2022
Q4 		$5.3M Sell
47,271
-613
-1% -$67.4K 0.24% 81
2022
Q3 		$4.88M Sell
47,884
-1,163
-2% -$133K 0.23% 85
2022
Q2 		$5.5M Buy
49,047
+1,047
+2% +$120K 0.24% 86
2022
Q1 		$5.74M Sell
48,000
-262
-0.5% -$28.6K 0.2% 95
2021
Q4 		$5.06M Sell
48,262
-232
-0.5% -$22K 0.16% 99
2021
Q3 		$4.28M Sell
48,494
-1,312
-3% -$127K 0.16% 92
2021
Q2 		$4.79M Sell
49,806
-1,129
-2% -$113K 0.18% 94
2021
Q1 		$5.04M Sell
50,935
-220
-0.4% -$20K 0.21% 88
2020
Q4 		$4.88M Sell
51,155
-631
-1% -$60.8K 0.23% 77
2020
Q3 		$4.95M Sell
51,786
-3,480
-6% -$347K 0.26% 74
2020
Q2 		$5.79M Buy
55,266
+49,380
+839% +$4.98M 0.3% 69
2020
Q1 		$584K Sell
5,886
-401
-6% -$44.1K 0.04% 145
2019
Q4 		$703K Sell
6,287
-198
-3% -$21.7K 0.04% 156
2019
Q3 		$739K Buy
6,485
+99
+2% +$10.8K 0.04% 150
2019
Q2 		$674K Buy
6,386
+2,865
+81% +$293K 0.04% 152
2019
Q1 		$362K Buy
+3,521
New +$343K 0.02% 196

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
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
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Trust's ATO Position: Q1 2024 in Review

Cambridge Trust reduced its Atmos Energy (ATO) stake by 1.2% in Q1 2024, selling an estimated $64K and leaving 45,134 shares worth $5.37M. The position accounts for 0.2% of the portfolio, ranked #91.

Cambridge Trust first reported a position in ATO in Q1 2019 and has held it in 21 quarters since. The position peaked at $5.79M in Q2 2020. 731 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

  • Cambridge Trust held 45,134 shares of Atmos Energy worth $5.37M as of Q1 2024.
  • Cambridge Trust sold 558 Atmos Energy shares in Q1 2024, an estimated $64K.
  • Atmos Energy made up 0.2% of Cambridge Trust's portfolio in Q1 2024, its #91 holding.
  • Cambridge Trust first reported a position in Atmos Energy in Q1 2019 and has held it in 21 quarters since.
  • Cambridge Trust's Atmos Energy position peaked at $5.79M in Q2 2020.
  • 731 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.