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Donaldson Capital Management’s Atmos Energy ATO Stock Holding History

Donaldson Capital 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
2021
Q3 		– Sell
-4,356
Closed -$419K – 258
2021
Q2 		$419K Sell
4,356
-589
-12% -$59.1K 0.02% 202
2021
Q1 		$489K Buy
4,945
+363
+8% +$33K 0.03% 172
2020
Q4 		$437K Sell
4,582
-655
-13% -$63.2K 0.03% 180
2020
Q3 		$501K Buy
5,237
+620
+13% +$61.9K 0.03% 145
2020
Q2 		$460K Buy
4,617
+170
+4% +$17.1K 0.03% 136
2020
Q1 		$441K Buy
4,447
+926
+26% +$102K 0.04% 123
2019
Q4 		$394K Buy
3,521
+644
+22% +$70.6K 0.03% 155
2019
Q3 		$328K Buy
2,877
+659
+30% +$72K 0.02% 153
2019
Q2 		$234K Buy
+2,218
New +$227K 0.02% 156

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Donaldson Capital Management's ATO Position: Q3 2021 in Review

Donaldson Capital Management sold out of Atmos Energy (ATO) in Q3 2021, closing a stake of 4,356 shares — an estimated $419K sold.

Donaldson Capital Management first reported a position in ATO in Q2 2019 and held it in 9 quarters. The position peaked at $501K in Q3 2020. 535 funds tracked by Wall St. Rank hold ATO as of Q3 2021.

  • Donaldson Capital Management reported no remaining Atmos Energy position as of Q3 2021 after selling out during the quarter.
  • Donaldson Capital Management sold 4,356 Atmos Energy shares in Q3 2021, an estimated $419K.
  • Donaldson Capital Management first reported a position in Atmos Energy in Q2 2019 and held it in 9 quarters.
  • Donaldson Capital Management's Atmos Energy position peaked at $501K in Q3 2020.
  • 535 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2021.

Based on Donaldson Capital Management's 13F filing for Q3 2021, filed 4 Nov 2021.