Carmichael Hill & Associates’s Atmos Energy ATO Stock Holding History

Carmichael Hill & 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 Q3	$37.6K	Hold	271	–	–	0.01%	411
2024 Q2	$31.6K	Hold	271	–	–	0.01%	418
2024 Q1	$32.2K	Hold	271	–	–	0.01%	415
2023 Q4	$31.4K	Hold	271	–	–	0.01%	415
2023 Q3	$28.7K	Hold	271	–	–	0.01%	417
2023 Q2	$31.5K	Sell	271 -390	-59%	-$45.1K	0.01%	404
2023 Q1	$74.3K	Hold	661	–	–	0.04%	260
2022 Q4	$74.1K	Hold	661	–	–	0.04%	270
2022 Q3	$67K	Hold	661	–	–	0.04%	279
2022 Q2	$74K	Hold	661	–	–	0.04%	272
2022 Q1	$79K	Hold	661	–	–	0.04%	281
2021 Q4	$69K	Hold	661	–	–	0.03%	305
2021 Q3	$58K	Hold	661	–	–	0.03%	327
2021 Q2	$64K	Hold	661	–	–	0.03%	309
2021 Q1	$65K	Hold	661	–	–	0.04%	291
2020 Q4	$63K	Hold	661	–	–	0.04%	284
2020 Q3	$63K	Hold	661	–	–	0.04%	270
2020 Q2	$66K	Hold	661	–	–	0.05%	244
2020 Q1	$66K	Hold	661	–	–	0.06%	223
2019 Q4	$74K	Buy	+661	New	+$72.5K	0.05%	234

Other funds holding ATO

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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 $1.02T AUM 30.18% 1-Year Est. Return

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

Carmichael Hill & Associates's ATO Position: Q3 2024 in Review

Carmichael Hill & Associates held its Atmos Energy (ATO) position steady in Q3 2024 at 271 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #411.

Carmichael Hill & Associates first reported a position in ATO in Q4 2019 and has held it in 20 quarters since. The position peaked at $79K in Q1 2022. 754 funds tracked by Wall St. Rank hold ATO as of Q3 2024.

Carmichael Hill & Associates held 271 shares of Atmos Energy worth $37.6K as of Q3 2024.
Carmichael Hill & Associates left its Atmos Energy share count unchanged in Q3 2024.
Atmos Energy made up 0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #411 holding.
Carmichael Hill & Associates first reported a position in Atmos Energy in Q4 2019 and has held it in 20 quarters since.
Carmichael Hill & Associates's Atmos Energy position peaked at $79K in Q1 2022.
754 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.