Desjardins Global Asset Management’s Atmos Energy ATO Stock Holding History

Desjardins Global Asset Management’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
2023 Q4	$293K	Sell	2,529 -641	-20%	-$71.6K	0.03%	296
2023 Q3	$336K	Buy	3,170 +32	+1%	+$3.73K	0.04%	303
2023 Q2	$365K	Hold	3,138	–	–	0.04%	344
2023 Q1	$352K	Buy	3,138 +1,924	+158%	+$219K	0.04%	322
2022 Q4	$136K	Sell	1,214 -2,395	-66%	-$263K	0.02%	376
2022 Q3	$368K	Hold	3,609	–	–	0.05%	267
2022 Q2	$405K	Sell	3,609 -2,013	-36%	-$231K	0.05%	250
2022 Q1	$672K	Sell	5,622 -2,097	-27%	-$229K	0.06%	229
2021 Q4	$809K	Buy	+7,719	New	+$732K	0.07%	221

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Desjardins Global Asset Management's ATO Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Atmos Energy (ATO) stake by 20% in Q4 2023, selling an estimated $71.6K and leaving 2,529 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #296.

Desjardins Global Asset Management first reported a position in ATO in Q4 2021 and has held it in 9 quarters since. The position peaked at $809K in Q4 2021. 721 funds tracked by Wall St. Rank hold ATO as of Q4 2023.

Desjardins Global Asset Management held 2,529 shares of Atmos Energy worth $293K as of Q4 2023.
Desjardins Global Asset Management sold 641 Atmos Energy shares in Q4 2023, an estimated $71.6K.
Atmos Energy made up 0.03% of Desjardins Global Asset Management's portfolio in Q4 2023, its #296 holding.
Desjardins Global Asset Management first reported a position in Atmos Energy in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Atmos Energy position peaked at $809K in Q4 2021.
721 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.