Pendal Group Ltd ATO β€” ATMOS ENERGY CORP

Ownership history in Pendal Group Ltd  Β·  11 quarters on record

AI Ownership Summary

Pendal Group Ltd reported ATMOS ENERGY CORP (ATO) in 11 quarterly 13F filings .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ATO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pendal Group Ltd's position in ATMOS ENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
11 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Pendal Group Ltd held ATO β€” position size vs. price
% of Fund (quarterly)    ATO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Pendal Group Ltd and ATO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pendal Group Ltd reported owning ATO?

Pendal Group Ltd reported ATO across 0 quarterly 13F filings.

What was the largest reported ATO position in Pendal Group Ltd's portfolio?

This page shows the quarter-by-quarter portfolio weight history for ATO in Pendal Group Ltd.

What is the latest reported ATO position on this page?

The most recent filing on this page is 2022 Q4, when Pendal Group Ltd reported 1,198,496 shares, equal to 1.16% of portfolio, with an estimated market value of $134.3M.

What does the chart on this ATO ownership page compare?

The chart compares Pendal Group Ltd's quarterly ATO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Pendal Group Ltd time their ATO position?

Based on 13F filing dates vs. subsequent ATO price moves, Pendal Group Ltd correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on ATO relative to SPY over the holding period was -7.2%.

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