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Zullo Investment Group’s Atmos Energy ATO Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-119
Closed -$13.3K – 169
2022
Q4 		$13.3K Buy
119
+17
+17% +$1.87K 0.01% 450
2022
Q3 		$10K Buy
102
+23
+29% +$2.63K 0.01% 482
2022
Q2 		$9K Buy
79
+4
+5% +$458 0.01% 504
2022
Q1 		$9K Buy
+75
New +$8.19K ﹤0.01% 545

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zullo Investment Group's ATO Position: Q1 2023 in Review

Zullo Investment Group sold out of Atmos Energy (ATO) in Q1 2023, closing a stake of 119 shares — an estimated $13.3K sold.

Zullo Investment Group first reported a position in ATO in Q1 2022 and held it in 4 quarters. The position peaked at $13.3K in Q4 2022. 661 funds tracked by Wall St. Rank hold ATO as of Q1 2023.

  • Zullo Investment Group reported no remaining Atmos Energy position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 119 Atmos Energy shares in Q1 2023, an estimated $13.3K.
  • Zullo Investment Group first reported a position in Atmos Energy in Q1 2022 and held it in 4 quarters.
  • Zullo Investment Group's Atmos Energy position peaked at $13.3K in Q4 2022.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.