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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

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
American Century Companies
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trillium Asset Management's ATO Position: Q4 2020 in Review

Trillium Asset Management sold out of Atmos Energy (ATO) in Q4 2020, closing a stake of 3,648 shares — an estimated $349K sold.

Trillium Asset Management first reported a position in ATO in Q1 2018 and held it in 11 quarters. The position peaked at $2.72M in Q3 2019. 561 funds tracked by Wall St. Rank hold ATO as of Q4 2020.

  • Trillium Asset Management reported no remaining Atmos Energy position as of Q4 2020 after selling out during the quarter.
  • Trillium Asset Management sold 3,648 Atmos Energy shares in Q4 2020, an estimated $349K.
  • Trillium Asset Management first reported a position in Atmos Energy in Q1 2018 and held it in 11 quarters.
  • Trillium Asset Management's Atmos Energy position peaked at $2.72M in Q3 2019.
  • 561 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2020.

Based on Trillium Asset Management's 13F filing for Q4 2020, filed 12 Feb 2021.