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Sarah T. Connolly’s Atmos Energy ATO Stock Holding History

Sarah T. Connolly’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
-1,990
Closed -$211K – 15
2023
Q3 		$211K Sell
1,990
-325
-14% -$37.9K 0.14% 85
2023
Q2 		$269K Sell
2,315
-250
-10% -$28.9K 0.16% 86
2023
Q1 		$288K Hold
2,565
– – 0.18% 83
2022
Q4 		$287K Hold
2,565
– – 0.2% 87
2022
Q3 		$261K Hold
2,565
– – 0.19% 89
2022
Q2 		$288K Hold
2,565
– – 0.2% 85
2022
Q1 		$306K Hold
2,565
– – 0.18% 83
2021
Q4 		$269K Buy
2,565
+200
+8% +$19K 0.15% 86
2021
Q3 		$209K Hold
2,365
– – 0.17% 93
2021
Q2 		$227K Sell
2,365
-240
-9% -$24.1K 0.19% 89
2021
Q1 		$258K Hold
2,605
– – 0.23% 84
2020
Q4 		$249K Buy
+2,605
New +$251K 0.23% 83

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sarah T. Connolly's ATO Position: Q4 2023 in Review

Sarah T. Connolly sold out of Atmos Energy (ATO) in Q4 2023, closing a stake of 1,990 shares — an estimated $211K sold.

Sarah T. Connolly first reported a position in ATO in Q4 2020 and held it in 12 quarters. The position peaked at $306K in Q1 2022. 722 funds tracked by Wall St. Rank hold ATO as of Q4 2023.

  • Sarah T. Connolly reported no remaining Atmos Energy position as of Q4 2023 after selling out during the quarter.
  • Sarah T. Connolly sold 1,990 Atmos Energy shares in Q4 2023, an estimated $211K.
  • Sarah T. Connolly first reported a position in Atmos Energy in Q4 2020 and held it in 12 quarters.
  • Sarah T. Connolly's Atmos Energy position peaked at $306K in Q1 2022.
  • 722 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.