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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Moody Aldrich Partners's ATO Position: Q4 2023 in Review

Moody Aldrich Partners sold out of Atmos Energy (ATO) in Q4 2023, closing a stake of 2,257 shares — an estimated $239K sold.

Moody Aldrich Partners first reported a position in ATO in Q4 2019 and held it in 10 quarters. The position peaked at $354K in Q4 2022. 722 funds tracked by Wall St. Rank hold ATO as of Q4 2023.

Moody Aldrich Partners reported no remaining Atmos Energy position as of Q4 2023 after selling out during the quarter.
Moody Aldrich Partners sold 2,257 Atmos Energy shares in Q4 2023, an estimated $239K.
Moody Aldrich Partners first reported a position in Atmos Energy in Q4 2019 and held it in 10 quarters.
Moody Aldrich Partners's Atmos Energy position peaked at $354K in Q4 2022.
722 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2023.

Based on Moody Aldrich Partners's 13F filing for Q4 2023, filed 26 Jan 2024.