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Sand Hill Global Advisors’s Atmos Energy ATO Stock Holding History

Sand Hill Global Advisors’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
2019
Q4 		– Sell
-6,239
Closed -$711K – 136
2019
Q3 		$711K Buy
+6,239
New +$682K 0.07% 80

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sand Hill Global Advisors's ATO Position: Q4 2019 in Review

Sand Hill Global Advisors sold out of Atmos Energy (ATO) in Q4 2019, closing a stake of 6,239 shares — an estimated $711K sold.

Sand Hill Global Advisors first reported a position in ATO in Q3 2019 and held it in 1 quarter. The position peaked at $711K in Q3 2019. 567 funds tracked by Wall St. Rank hold ATO as of Q4 2019.

  • Sand Hill Global Advisors reported no remaining Atmos Energy position as of Q4 2019 after selling out during the quarter.
  • Sand Hill Global Advisors sold 6,239 Atmos Energy shares in Q4 2019, an estimated $711K.
  • Sand Hill Global Advisors first reported a position in Atmos Energy in Q3 2019 and held it in 1 quarter.
  • Sand Hill Global Advisors's Atmos Energy position peaked at $711K in Q3 2019.
  • 567 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2019.

Based on Sand Hill Global Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.