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140 Summer Partners’s Acuity Brands AYI Stock Holding History

140 Summer Partners’s Portfolio AYI Stock Details AYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-225,860
Closed -$81.3M – 26
2025
Q4 		$81.3M Buy
225,860
+178,360
+375% +$64.5M 6.01% 7
2025
Q3 		$16.4M Buy
+47,500
New +$15.1M 1.42% 19

Other funds holding AYI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

140 Summer Partners's AYI Position: Q1 2026 in Review

140 Summer Partners sold out of Acuity Brands (AYI) in Q1 2026, closing a stake of 225,860 shares — an estimated $81.3M sold.

140 Summer Partners first reported a position in AYI in Q3 2025 and held it in 2 quarters. The position peaked at $81.3M in Q4 2025. 582 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • 140 Summer Partners reported no remaining Acuity Brands position as of Q1 2026 after selling out during the quarter.
  • 140 Summer Partners sold 225,860 Acuity Brands shares in Q1 2026, an estimated $81.3M.
  • 140 Summer Partners first reported a position in Acuity Brands in Q3 2025 and held it in 2 quarters.
  • 140 Summer Partners's Acuity Brands position peaked at $81.3M in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on 140 Summer Partners's 13F filing for Q1 2026, filed 14 May 2026.