Sit Investment Associates’s Atmos Energy ATO Stock Holding History

Sit Investment Associates’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
2020 Q4	–	Sell	-1,025	Closed	-$98K	–	523
2020 Q3	$98K	Sell	1,025 -1,350	-57%	-$135K	﹤0.01%	479
2020 Q2	$237K	Hold	2,375	–	–	0.01%	418
2020 Q1	$236K	Hold	2,375	–	–	0.01%	420
2019 Q4	$266K	Hold	2,375	–	–	0.01%	421
2019 Q3	$270K	Hold	2,375	–	–	0.01%	418
2019 Q2	$251K	Hold	2,375	–	–	0.01%	436
2019 Q1	$244K	Hold	2,375	–	–	0.01%	446
2018 Q4	$220K	Hold	2,375	–	–	0.01%	450
2018 Q3	$223K	Hold	2,375	–	–	0.01%	446
2018 Q2	$214K	Hold	2,375	–	–	0.01%	478
2018 Q1	$200K	Buy	2,375 +1,550	+188%	+$126K	﹤0.01%	483
2017 Q4	$71K	Buy	825 +585	+244%	+$51.5K	﹤0.01%	512
2017 Q3	$20K	Buy	+240	New	+$20.7K	﹤0.01%	520

Other funds holding ATO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sit Investment Associates's ATO Position: Q4 2020 in Review

Sit Investment Associates sold out of Atmos Energy (ATO) in Q4 2020, closing a stake of 1,025 shares — an estimated $98K sold.

Sit Investment Associates first reported a position in ATO in Q3 2017 and held it in 13 quarters. The position peaked at $270K in Q3 2019. 561 funds tracked by Wall St. Rank hold ATO as of Q4 2020.

Sit Investment Associates reported no remaining Atmos Energy position as of Q4 2020 after selling out during the quarter.
Sit Investment Associates sold 1,025 Atmos Energy shares in Q4 2020, an estimated $98K.
Sit Investment Associates first reported a position in Atmos Energy in Q3 2017 and held it in 13 quarters.
Sit Investment Associates's Atmos Energy position peaked at $270K in Q3 2019.
561 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2020.

Based on Sit Investment Associates's 13F filing for Q4 2020, filed 11 Feb 2021.