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 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

Aristotle Capital Management

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

Wellington Management Group

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return