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Marshall Wace North America’s Atmos Energy ATO Stock Holding History

Marshall Wace North America’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
2020
Q4 		– Sell
-236,948
Closed -$22.6M – 1301
2020
Q3 		$22.6M Buy
236,948
+151,431
+177% +$15.1M 0.15% 174
2020
Q2 		$8.52M Sell
85,517
-132,547
-61% -$13.4M 0.06% 281
2020
Q1 		$21.6M Sell
218,064
-265,625
-55% -$29.2M 0.16% 150
2019
Q4 		$54.1M Sell
483,689
-93,943
-16% -$10.3M 0.26% 109
2019
Q3 		$65.8M Hold
577,632
– – 0.37% 80
2019
Q2 		$61M Hold
577,632
– – 0.38% 73
2019
Q1 		$59.5M Sell
577,632
-94,426
-14% -$9.2M 0.42% 72
2018
Q4 		$62.3M Sell
672,058
-749,464
-53% -$71.6M 0.6% 44
2018
Q3 		$133M Buy
1,421,522
+4,439
+0.3% +$410K 0.92% 27
2018
Q2 		$128M Buy
1,417,083
+225,465
+19% +$19.5M 0.72% 22
2018
Q1 		$100M Buy
1,191,618
+603,533
+103% +$49.1M 0.5% 41
2017
Q4 		$50.5M Buy
588,085
+88,987
+18% +$7.83M 0.28% 83
2017
Q3 		$41.9M Buy
499,098
+94,276
+23% +$8.13M 0.27% 89
2017
Q2 		$33.6M Buy
404,822
+344,875
+575% +$28.3M 0.25% 99
2017
Q1 		$4.74M Buy
+59,947
New +$4.6M 0.04% 405

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace North America's ATO Position: Q4 2020 in Review

Marshall Wace North America sold out of Atmos Energy (ATO) in Q4 2020, closing a stake of 236,948 shares — an estimated $22.6M sold.

Marshall Wace North America first reported a position in ATO in Q1 2017 and held it in 15 quarters. The position peaked at $133M in Q3 2018. 561 funds tracked by Wall St. Rank hold ATO as of Q4 2020.

  • Marshall Wace North America reported no remaining Atmos Energy position as of Q4 2020 after selling out during the quarter.
  • Marshall Wace North America sold 236,948 Atmos Energy shares in Q4 2020, an estimated $22.6M.
  • Marshall Wace North America first reported a position in Atmos Energy in Q1 2017 and held it in 15 quarters.
  • Marshall Wace North America's Atmos Energy position peaked at $133M in Q3 2018.
  • 561 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2020.

Based on Marshall Wace North America's 13F filing for Q4 2020, filed 16 Feb 2021.