Moody Aldrich Partners’s Atmos Energy ATO Stock Holding History

Moody Aldrich 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 Q4	–	Sell	-2,257	Closed	-$239K	–	198
2023 Q3	$239K	Sell	2,257 -50	-2%	-$5.83K	0.05%	179
2023 Q2	$268K	Sell	2,307 -838	-27%	-$97K	0.05%	141
2023 Q1	$353K	Sell	3,145 -10	-0.3%	-$1.14K	0.07%	133
2022 Q4	$354K	Sell	3,155 -31	-1%	-$3.41K	0.07%	134
2022 Q3	$324K	Buy	+3,186	New	+$365K	0.07%	134
2021 Q1	–	Sell	-2,536	Closed	-$242K	–	183
2020 Q4	$242K	Sell	2,536 -16	-0.6%	-$1.54K	0.04%	162
2020 Q3	$244K	Sell	2,552 -704	-22%	-$70.3K	0.05%	140
2020 Q2	$324K	Sell	3,256 -185	-5%	-$18.7K	0.07%	135
2020 Q1	$341K	Buy	3,441 +1,225	+55%	+$135K	0.1%	118
2019 Q4	$248K	Buy	+2,216	New	+$243K	0.05%	138

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

Wellington Management Group

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

Aristotle Capital Management

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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