Zimmer Partners’s Atmos Energy ATO Stock Holding History

Zimmer Partners’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
2023 Q2	–	Sell	-930,646	Closed	-$105M	–	116
2023 Q1	$105M	Buy	+930,646	New	+$106M	2.15%	13
2022 Q4	–	Sell	-230,000	Closed	-$23.4M	–	84
2022 Q3	$23.4M	Sell	230,000 -404,700	-64%	-$46.4M	0.51%	44
2022 Q2	$71.2M	Buy	+634,700	New	+$72.7M	1.48%	24
2022 Q1	–	Sell	-650,000	Closed	-$68.1M	–	114
2021 Q4	$68.1M	Buy	650,000 +550,000	+550%	+$52.1M	1.02%	34
2021 Q3	$8.82M	Sell	100,000 -30,000	-23%	-$2.9M	0.14%	99
2021 Q2	$12.5M	Sell	130,000 -287,500	-69%	-$28.8M	0.17%	86
2021 Q1	$41.3M	Sell	417,500 -82,500	-17%	-$7.51M	0.56%	58
2020 Q4	$47.7M	Buy	+500,000	New	+$48.2M	0.7%	46
2018 Q1	–	Sell	-2,025,000	Closed	-$174M	–	79
2017 Q4	$174M	Buy	+2,025,000	New	+$178M	4.24%	8

Other funds holding ATO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zimmer Partners's ATO Position: Q2 2023 in Review

Zimmer Partners sold out of Atmos Energy (ATO) in Q2 2023, closing a stake of 930,646 shares — an estimated $105M sold.

Zimmer Partners first reported a position in ATO in Q4 2017 and held it in 9 quarters. The position peaked at $174M in Q4 2017. 671 funds tracked by Wall St. Rank hold ATO as of Q2 2023.

Zimmer Partners reported no remaining Atmos Energy position as of Q2 2023 after selling out during the quarter.
Zimmer Partners sold 930,646 Atmos Energy shares in Q2 2023, an estimated $105M.
Zimmer Partners first reported a position in Atmos Energy in Q4 2017 and held it in 9 quarters.
Zimmer Partners's Atmos Energy position peaked at $174M in Q4 2017.
671 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2023.

Based on Zimmer Partners's 13F filing for Q2 2023, filed 14 Aug 2023.