Sabal Trust’s Atmos Energy ATO Stock Holding History

Sabal Trust’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 Q3	–	Sell	-2,993	Closed	-$348K	–	201
2023 Q2	$348K	Buy	+2,993	New	+$346K	0.02%	164

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sabal Trust's ATO Position: Q3 2023 in Review

Sabal Trust sold out of Atmos Energy (ATO) in Q3 2023, closing a stake of 2,993 shares — an estimated $348K sold.

Sabal Trust first reported a position in ATO in Q2 2023 and held it in 1 quarter. The position peaked at $348K in Q2 2023. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

Sabal Trust reported no remaining Atmos Energy position as of Q3 2023 after selling out during the quarter.
Sabal Trust sold 2,993 Atmos Energy shares in Q3 2023, an estimated $348K.
Sabal Trust first reported a position in Atmos Energy in Q2 2023 and held it in 1 quarter.
Sabal Trust's Atmos Energy position peaked at $348K in Q2 2023.
666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Sabal Trust's 13F filing for Q3 2023, filed 11 Oct 2023.