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Segall Bryant & Hamill’s Atmos Energy ATO Stock Holding History

Segall Bryant & Hamill’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
-9,654
Closed -$1.12M – 522
2023
Q2 		$1.12M Sell
9,654
-1,700
-15% -$197K 0.01% 470
2023
Q1 		$1.27M Buy
11,354
+104
+0.9% +$11.8K 0.01% 468
2022
Q4 		$1.26M Hold
11,250
– – 0.01% 463
2022
Q3 		$1.15M Sell
11,250
-54
-0.5% -$6.19K 0.01% 482
2022
Q2 		$1.27M Sell
11,304
-150
-1% -$17.2K 0.01% 474
2022
Q1 		$1.37M Sell
11,454
-1,925
-14% -$210K 0.01% 482
2021
Q4 		$1.4M Hold
13,379
– – 0.01% 434
2021
Q3 		$1.18M Sell
13,379
-2,500
-16% -$242K 0.01% 513
2021
Q2 		$1.52M Sell
15,879
-920
-5% -$92.2K 0.01% 481
2021
Q1 		$1.66M Sell
16,799
-2,008
-11% -$183K 0.02% 489
2020
Q4 		$1.79M Sell
18,807
-75
-0.4% -$7.23K 0.02% 428
2020
Q3 		$1.8M Sell
18,882
-2,811
-13% -$281K 0.02% 403
2020
Q2 		$2.17M Buy
21,693
+946
+5% +$95.4K 0.04% 321
2020
Q1 		$2.06M Sell
20,747
-490
-2% -$53.9K 0.04% 328
2019
Q4 		$2.38M Sell
21,237
-1,413
-6% -$155K 0.04% 367
2019
Q3 		$2.58M Sell
22,650
-1,100
-5% -$120K 0.04% 364
2019
Q2 		$2.51M Sell
23,750
-800
-3% -$81.9K 0.04% 367
2019
Q1 		$2.53M Sell
24,550
-3,246
-12% -$316K 0.04% 374
2018
Q4 		$2.58M Sell
27,796
-1,800
-6% -$172K 0.04% 355
2018
Q3 		$2.78M Sell
29,596
-1,750
-6% -$161K 0.04% 389
2018
Q2 		$2.83M Buy
+31,346
New +$2.71M 0.04% 384

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Segall Bryant & Hamill's ATO Position: Q3 2023 in Review

Segall Bryant & Hamill sold out of Atmos Energy (ATO) in Q3 2023, closing a stake of 9,654 shares — an estimated $1.12M sold.

Segall Bryant & Hamill first reported a position in ATO in Q2 2018 and held it in 21 quarters. The position peaked at $2.83M in Q2 2018. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

  • Segall Bryant & Hamill reported no remaining Atmos Energy position as of Q3 2023 after selling out during the quarter.
  • Segall Bryant & Hamill sold 9,654 Atmos Energy shares in Q3 2023, an estimated $1.12M.
  • Segall Bryant & Hamill first reported a position in Atmos Energy in Q2 2018 and held it in 21 quarters.
  • Segall Bryant & Hamill's Atmos Energy position peaked at $2.83M in Q2 2018.
  • 666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Segall Bryant & Hamill's 13F filing for Q3 2023, filed 9 Nov 2023.