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Osborn Williams & Donohoe’s Atmos Energy ATO Stock Holding History

Osborn Williams & Donohoe’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
Q1 		$1.5M Buy
15,160
+75
+0.5% +$8.25K 0.2% 107
2019
Q4 		$1.69M Buy
15,085
+1,000
+7% +$110K 0.17% 129
2019
Q3 		$1.6M Sell
14,085
-400
-3% -$43.7K 0.16% 137
2019
Q2 		$1.53M Buy
14,485
+50
+0.3% +$5.12K 0.16% 144
2019
Q1 		$1.45M Buy
+14,435
New +$1.41M 0.15% 149

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Osborn Williams & Donohoe's ATO Position: Q1 2020 in Review

Osborn Williams & Donohoe increased its Atmos Energy (ATO) stake by 0.5% in Q1 2020, buying an estimated $8.25K and bringing the position to 15,160 shares worth $1.5M. The position accounts for 0.2% of the portfolio, ranked #107.

Osborn Williams & Donohoe first reported a position in ATO in Q1 2019 and has held it in 5 quarters since. The position peaked at $1.69M in Q4 2019. 552 funds tracked by Wall St. Rank hold ATO as of Q1 2020.

  • Osborn Williams & Donohoe held 15,160 shares of Atmos Energy worth $1.5M as of Q1 2020.
  • Osborn Williams & Donohoe bought 75 Atmos Energy shares in Q1 2020, an estimated $8.25K.
  • Atmos Energy made up 0.2% of Osborn Williams & Donohoe's portfolio in Q1 2020, its #107 holding.
  • Osborn Williams & Donohoe first reported a position in Atmos Energy in Q1 2019 and has held it in 5 quarters since.
  • Osborn Williams & Donohoe's Atmos Energy position peaked at $1.69M in Q4 2019.
  • 552 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2020.

Based on Osborn Williams & Donohoe's 13F filing for Q1 2020, filed 4 May 2020.