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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

American Century Companies

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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