EP
ATO icon

Eudaimonia Partners’s Atmos Energy ATO Stock Holding History

Eudaimonia Partners’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
Q1 		– Sell
-12,325
Closed -$1.38M – 356
2022
Q4 		$1.38M Buy
12,325
+5,830
+90% +$641K 0.34% 79
2022
Q3 		$662K Buy
6,495
+1,311
+25% +$150K 0.17% 134
2022
Q2 		$581K Buy
+5,184
New +$594K 0.11% 203
2021
Q2 		– Sell
-704
Closed -$70K – 444
2021
Q1 		$70K Hold
704
– – 0.01% 557
2020
Q4 		$67K Sell
704
-18
-2% -$1.74K 0.02% 542
2020
Q3 		$69K Buy
722
+53
+8% +$5.29K 0.02% 486
2020
Q2 		$67K Sell
669
-2,242
-77% -$226K 0.03% 433
2020
Q1 		$289K Buy
2,911
+2,260
+347% +$249K 0.13% 170
2019
Q4 		$73K Buy
+651
New +$71.4K 0.03% 412

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Eudaimonia Partners's ATO Position: Q1 2023 in Review

Eudaimonia Partners sold out of Atmos Energy (ATO) in Q1 2023, closing a stake of 12,325 shares — an estimated $1.38M sold.

Eudaimonia Partners first reported a position in ATO in Q4 2019 and held it in 9 quarters. The position peaked at $1.38M in Q4 2022. 661 funds tracked by Wall St. Rank hold ATO as of Q1 2023.

  • Eudaimonia Partners reported no remaining Atmos Energy position as of Q1 2023 after selling out during the quarter.
  • Eudaimonia Partners sold 12,325 Atmos Energy shares in Q1 2023, an estimated $1.38M.
  • Eudaimonia Partners first reported a position in Atmos Energy in Q4 2019 and held it in 9 quarters.
  • Eudaimonia Partners's Atmos Energy position peaked at $1.38M in Q4 2022.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2023.

Based on Eudaimonia Partners's 13F filing for Q1 2023, filed 25 Apr 2023.