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Pendal Group’s Atmos Energy ATO Stock Holding History

Pendal Group’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
2022
Q4 		$134M Buy
1,198,496
+70,004
+6% +$7.7M 1.16% 24
2022
Q3 		$115M Buy
1,128,492
+275,097
+32% +$31.5M 1.12% 25
2022
Q2 		$95.7M Buy
853,395
+45,464
+6% +$5.21M 0.94% 41
2022
Q1 		$96.5M Sell
807,931
-151,899
-16% -$16.6M 0.79% 49
2021
Q4 		$101M Sell
959,830
-1,555,047
-62% -$147M 0.81% 42
2021
Q3 		$222M Sell
2,514,877
-48,352
-2% -$4.68M 1.83% 11
2021
Q2 		$246M Buy
2,563,229
+52,513
+2% +$5.27M 2.26% 8
2021
Q1 		$248M Buy
2,510,716
+757,855
+43% +$69M 2.44% 9
2020
Q4 		$167M Buy
1,752,861
+110,659
+7% +$10.7M 1.75% 11
2020
Q3 		$157M Buy
1,642,202
+352,052
+27% +$35.1M 1.92% 11
2020
Q2 		$128M Buy
1,290,150
+150,082
+13% +$15.1M 1.75% 13
2020
Q1 		$113M Buy
+1,140,068
New +$125M 1.93% 10

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pendal Group's ATO Position: Q4 2022 in Review

Pendal Group increased its Atmos Energy (ATO) stake by 6.2% in Q4 2022, buying an estimated $7.7M and bringing the position to 1,198,496 shares worth $134M. The position accounts for 1.16% of the portfolio, ranked #24.

Pendal Group first reported a position in ATO in Q1 2020 and has held it in 12 quarters since. The position peaked at $248M in Q1 2021. 663 funds tracked by Wall St. Rank hold ATO as of Q4 2022.

  • Pendal Group held 1,198,496 shares of Atmos Energy worth $134M as of Q4 2022.
  • Pendal Group bought 70,004 Atmos Energy shares in Q4 2022, an estimated $7.7M.
  • Atmos Energy made up 1.16% of Pendal Group's portfolio in Q4 2022, its #24 holding.
  • Pendal Group first reported a position in Atmos Energy in Q1 2020 and has held it in 12 quarters since.
  • Pendal Group's Atmos Energy position peaked at $248M in Q1 2021.
  • 663 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.