Echo Street Capital Management’s Atmos Energy ATO Stock Holding History

Echo Street 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
2023 Q4	–	Sell	-3,135	Closed	-$332K	–	42
2023 Q3	$332K	Buy	+3,135	New	+$366K	﹤0.01%	349
2023 Q2	–	Sell	-5,123	Closed	-$576K	–	458
2023 Q1	$576K	Buy	+5,123	New	+$583K	0.01%	228
2020 Q1	–	Sell	-123,736	Closed	-$13.8M	–	175
2019 Q4	$13.8M	Buy	123,736 +52,180	+73%	+$5.72M	0.21%	133
2019 Q3	$8.15M	Sell	71,556 -19,534	-21%	-$2.14M	0.14%	145
2019 Q2	$9.62M	Buy	91,090 +40,217	+79%	+$4.12M	0.17%	144
2019 Q1	$5.24M	Sell	50,873 -23,445	-32%	-$2.28M	0.1%	156
2018 Q4	$6.89M	Buy	+74,318	New	+$7.1M	0.17%	146

Other funds holding ATO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $344B AUM 42.99% 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

Echo Street Capital Management's ATO Position: Q4 2023 in Review

Echo Street Capital Management sold out of Atmos Energy (ATO) in Q4 2023, closing a stake of 3,135 shares — an estimated $332K sold.

Echo Street Capital Management first reported a position in ATO in Q4 2018 and held it in 7 quarters. The position peaked at $13.8M in Q4 2019. 722 funds tracked by Wall St. Rank hold ATO as of Q4 2023.

Echo Street Capital Management reported no remaining Atmos Energy position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 3,135 Atmos Energy shares in Q4 2023, an estimated $332K.
Echo Street Capital Management first reported a position in Atmos Energy in Q4 2018 and held it in 7 quarters.
Echo Street Capital Management's Atmos Energy position peaked at $13.8M in Q4 2019.
722 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.