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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

Geode Capital Management

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