TAM
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Trillium Asset Management’s Atmos Energy ATO Stock Holding History

Trillium Asset Management’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
-3,648
Closed -$349K – 235
2020
Q3 		$349K Sell
3,648
-378
-9% -$37.7K 0.01% 204
2020
Q2 		$401K Sell
4,026
-347
-8% -$35K 0.02% 203
2020
Q1 		$434K Sell
4,373
-244
-5% -$26.8K 0.02% 199
2019
Q4 		$516K Sell
4,617
-19,259
-81% -$2.11M 0.02% 208
2019
Q3 		$2.72M Buy
23,876
+306
+1% +$33.5K 0.13% 144
2019
Q2 		$2.49M Buy
23,570
+2,320
+11% +$238K 0.12% 151
2019
Q1 		$2.19M Buy
21,250
+330
+2% +$32.2K 0.11% 152
2018
Q4 		$1.94M Buy
20,920
+822
+4% +$78.6K 0.11% 154
2018
Q3 		$1.89M Buy
20,098
+453
+2% +$41.8K 0.09% 164
2018
Q2 		$1.77M Buy
19,645
+16,050
+446% +$1.39M 0.09% 162
2018
Q1 		$303K Buy
+3,595
New +$293K 0.02% 211

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MAM
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Morgan Stanley
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return