Pearl River Capital’s Atmos Energy ATO Stock Holding History

Pearl River Capital’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	-9,840	Closed	-$1.04M	–	479
2023 Q3	$1.04M	Sell	9,840 -3,513	-26%	-$410K	0.16%	213
2023 Q2	$1.55M	Buy	13,353 +2,843	+27%	+$329K	0.25%	130
2023 Q1	$1.18M	Buy	10,510 +676	+7%	+$76.9K	0.19%	167
2022 Q4	$1.1M	Sell	9,834 -2,866	-23%	-$315K	0.19%	178
2022 Q3	$1.29M	Sell	12,700 -1,700	-12%	-$195K	0.24%	133
2022 Q2	$1.61M	Buy	14,400 +447	+3%	+$51.2K	0.38%	73
2022 Q1	$1.67M	Buy	+13,953	New	+$1.52M	0.46%	62
2021 Q1	–	Sell	-7,493	Closed	-$715K	–	387
2020 Q4	$715K	Buy	+7,493	New	+$723K	0.26%	138
2020 Q2	–	Sell	-1,301	Closed	-$129K	–	296
2020 Q1	$129K	Buy	+1,301	New	+$143K	0.25%	137
2019 Q4	–	Sell	-309	Closed	-$35K	–	523
2019 Q3	$35K	Buy	+309	New	+$33.8K	0.1%	224

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

Pearl River Capital's ATO Position: Q4 2023 in Review

Pearl River Capital sold out of Atmos Energy (ATO) in Q4 2023, closing a stake of 9,840 shares — an estimated $1.04M sold.

Pearl River Capital first reported a position in ATO in Q3 2019 and held it in 10 quarters. The position peaked at $1.67M in Q1 2022. 722 funds tracked by Wall St. Rank hold ATO as of Q4 2023.

Pearl River Capital reported no remaining Atmos Energy position as of Q4 2023 after selling out during the quarter.
Pearl River Capital sold 9,840 Atmos Energy shares in Q4 2023, an estimated $1.04M.
Pearl River Capital first reported a position in Atmos Energy in Q3 2019 and held it in 10 quarters.
Pearl River Capital's Atmos Energy position peaked at $1.67M in Q1 2022.
722 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2023.

Based on Pearl River Capital's 13F filing for Q4 2023, filed 13 Feb 2024.