Berman Capital Advisors’s Acuity Brands AYI Stock Holding History

Berman Capital Advisors’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
2021 Q3	$27K	Buy	157 +24	+18%	+$4.21K	﹤0.01%	887
2021 Q2	$24K	Buy	133 +112	+533%	+$20.4K	﹤0.01%	835
2021 Q1	$3K	Hold	21	–	–	﹤0.01%	1390
2020 Q4	$2K	Hold	21	–	–	﹤0.01%	1369
2020 Q3	$2K	Hold	21	–	–	﹤0.01%	1257
2020 Q2	$2K	Sell	21 -2	-9%	-$176	﹤0.01%	1235
2020 Q1	$1K	Buy	23 +17	+283%	+$1.86K	﹤0.01%	1246
2019 Q4	$0	Sell	6 -13	-68%	-$1.67K	﹤0.01%	1460
2019 Q3	$2K	Hold	19	–	–	﹤0.01%	1146
2019 Q2	$2K	Buy	19 +13	+217%	+$1.79K	﹤0.01%	1158
2019 Q1	$0	Hold	6	–	–	﹤0.01%	1348
2018 Q4	$0	Buy	+6	New	+$741	﹤0.01%	1133

Other funds holding AYI

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Berman Capital Advisors's AYI Position: Q3 2021 in Review

Berman Capital Advisors increased its Acuity Brands (AYI) stake by 18% in Q3 2021, buying an estimated $4.21K and bringing the position to 157 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Berman Capital Advisors first reported a position in AYI in Q4 2018 and has held it in 12 quarters since. 349 funds tracked by Wall St. Rank hold AYI as of Q3 2021.

Berman Capital Advisors held 157 shares of Acuity Brands worth $27K as of Q3 2021.
Berman Capital Advisors bought 24 Acuity Brands shares in Q3 2021, an estimated $4.21K.
Acuity Brands made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #887 holding.
Berman Capital Advisors first reported a position in Acuity Brands in Q4 2018 and has held it in 12 quarters since.
349 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.