Jacobs Levy Equity Management’s Atmos Energy ATO Stock Holding History

Jacobs Levy Equity 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
2022 Q3	–	Sell	-6,443	Closed	-$722K	–	997
2022 Q2	$722K	Hold	6,443	–	–	0.01%	805
2022 Q1	$770K	Sell	6,443 -2,286	-26%	-$250K	0.01%	798
2021 Q4	$915K	Sell	8,729 -35,118	-80%	-$3.33M	0.01%	753
2021 Q3	$3.87M	Buy	43,847 +6,468	+17%	+$625K	0.03%	486
2021 Q2	$3.59M	Buy	+37,379	New	+$3.75M	0.02%	496
2017 Q4	–	Sell	-8,170	Closed	-$685K	–	986
2017 Q3	$685K	Hold	8,170	–	–	0.01%	655
2017 Q2	$678K	Buy	+8,170	New	+$670K	0.01%	639
2016 Q4	–	Sell	-2,710	Closed	-$202K	–	959
2016 Q3	$202K	Sell	2,710 -310	-10%	-$23.9K	﹤0.01%	904
2016 Q2	$246K	Hold	3,020	–	–	0.01%	946
2016 Q1	$224K	Buy	+3,020	New	+$207K	﹤0.01%	947

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 $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jacobs Levy Equity Management's ATO Position: Q3 2022 in Review

Jacobs Levy Equity Management sold out of Atmos Energy (ATO) in Q3 2022, closing a stake of 6,443 shares — an estimated $722K sold.

Jacobs Levy Equity Management first reported a position in ATO in Q1 2016 and held it in 10 quarters. The position peaked at $3.87M in Q3 2021. 630 funds tracked by Wall St. Rank hold ATO as of Q3 2022.

Jacobs Levy Equity Management reported no remaining Atmos Energy position as of Q3 2022 after selling out during the quarter.
Jacobs Levy Equity Management sold 6,443 Atmos Energy shares in Q3 2022, an estimated $722K.
Jacobs Levy Equity Management first reported a position in Atmos Energy in Q1 2016 and held it in 10 quarters.
Jacobs Levy Equity Management's Atmos Energy position peaked at $3.87M in Q3 2021.
630 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2022, filed 15 Nov 2022.