ZIM
ATO icon

Zacks Investment Management’s Atmos Energy ATO Stock Holding History

Zacks Investment 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
Q3 		– Sell
-36,470
Closed -$3.63M – 501
2020
Q2 		$3.63M Buy
36,470
+20,188
+124% +$2.04M 0.08% 155
2020
Q1 		$1.62M Buy
16,282
+262
+2% +$28.8K 0.04% 220
2019
Q4 		$1.79M Buy
16,020
+262
+2% +$28.7K 0.03% 293
2019
Q3 		$1.79M Buy
15,758
+1,083
+7% +$118K 0.04% 284
2019
Q2 		$1.55M Buy
+14,675
New +$1.5M 0.03% 320
2016
Q1 		– Sell
-213,588
Closed -$13.5M – 603
2015
Q4 		$13.5M Sell
213,588
-7,345
-3% -$451K 0.44% 68
2015
Q3 		$12.9M Buy
+220,933
New +$12.1M 0.45% 74

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zacks Investment Management's ATO Position: Q3 2020 in Review

Zacks Investment Management sold out of Atmos Energy (ATO) in Q3 2020, closing a stake of 36,470 shares — an estimated $3.63M sold.

Zacks Investment Management first reported a position in ATO in Q3 2015 and held it in 7 quarters. The position peaked at $13.5M in Q4 2015. 533 funds tracked by Wall St. Rank hold ATO as of Q3 2020.

  • Zacks Investment Management reported no remaining Atmos Energy position as of Q3 2020 after selling out during the quarter.
  • Zacks Investment Management sold 36,470 Atmos Energy shares in Q3 2020, an estimated $3.63M.
  • Zacks Investment Management first reported a position in Atmos Energy in Q3 2015 and held it in 7 quarters.
  • Zacks Investment Management's Atmos Energy position peaked at $13.5M in Q4 2015.
  • 533 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2020.

Based on Zacks Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.