Atria Investments’s Acuity Brands AYI Stock Holding History

Atria Investments’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	$1.35M	Buy	4,806 +835	+21%	+$254K	0.02%	898
2025 Q4	$1.43M	Sell	3,971 -1,009	-20%	-$365K	0.02%	888
2025 Q3	$1.71M	Sell	4,980 -25	-0.5%	-$7.97K	0.02%	782
2025 Q2	$1.49M	Sell	5,005 -375	-7%	-$97.1K	0.02%	851
2025 Q1	$1.42M	Sell	5,380 -60	-1%	-$18.1K	0.02%	863
2024 Q4	$1.59M	Sell	5,440 -780	-13%	-$244K	0.02%	782
2024 Q3	$1.71M	Sell	6,220 -112	-2%	-$27.8K	0.02%	722
2024 Q2	$1.53M	Sell	6,332 -17	-0.3%	-$4.35K	0.02%	747
2024 Q1	$1.71M	Buy	+6,349	New	+$1.54M	0.02%	722
2018 Q4	–	Sell	-1,465	Closed	-$230K	–	884
2018 Q3	$230K	Buy	+1,465	New	+$210K	0.01%	876
2017 Q4	–	Sell	-2,088	Closed	-$358K	–	819
2017 Q3	$358K	Sell	2,088 -187	-8%	-$34.9K	0.02%	548
2017 Q2	$462K	Sell	2,275 -21	-0.9%	-$3.71K	0.03%	449
2017 Q1	$468K	Buy	2,296 +860	+60%	+$182K	0.03%	409
2016 Q4	$332K	Buy	1,436 +589	+70%	+$143K	0.03%	435
2016 Q3	$224K	Buy	+847	New	+$225K	0.02%	478

Other funds holding AYI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $1.47T 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