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Brandywine Global Investment Management’s Acuity Brands AYI Stock Holding History

Brandywine Global Investment Management’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
2025
Q4 		$7.54M Sell
20,949
-314
-1% -$114K 0.05% 301
2025
Q3 		$7.32M Buy
21,263
+4,084
+24% +$1.3M 0.05% 311
2025
Q2 		$5.13M Sell
17,179
-200
-1% -$51.8K 0.04% 365
2025
Q1 		$4.58M Sell
17,379
-1,248
-7% -$377K 0.03% 376
2024
Q4 		$5.44M Sell
18,627
-1,660
-8% -$518K 0.04% 339
2024
Q3 		$6.27M Buy
20,287
+2,300
+13% +$572K 0.04% 356
2024
Q2 		$4.34M Buy
+17,987
New +$4.6M 0.03% 431
2023
Q4 		– Sell
-30,032
Closed -$5.11M – 693
2023
Q3 		$5.11M Buy
30,032
+1,652
+6% +$270K 0.04% 364
2023
Q2 		$4.63M Buy
28,380
+17,750
+167% +$2.83M 0.04% 395
2023
Q1 		$1.94M Buy
+10,630
New +$1.96M 0.02% 552
2022
Q3 		– Sell
-5,849
Closed -$901K – 736
2022
Q2 		$901K Sell
5,849
-3,382
-37% -$573K 0.01% 616
2022
Q1 		$1.75M Sell
9,231
-4,592
-33% -$882K 0.01% 556
2021
Q4 		$2.93M Sell
13,823
-125
-0.9% -$25.8K 0.02% 477
2021
Q3 		$2.42M Sell
13,948
-45
-0.3% -$7.89K 0.02% 512
2021
Q2 		$2.62M Buy
13,993
+3,050
+28% +$554K 0.02% 508
2021
Q1 		$1.81M Buy
10,943
+83
+0.8% +$10.6K 0.01% 533
2020
Q4 		$1.31M Sell
10,860
-3,941
-27% -$423K 0.01% 513
2020
Q3 		$1.51M Sell
14,801
-87
-0.6% -$8.94K 0.01% 482
2020
Q2 		$1.43M Buy
14,888
+191
+1% +$16.8K 0.01% 485
2020
Q1 		$1.26M Sell
14,697
-29,836
-67% -$3.27M 0.02% 499
2019
Q4 		$6.22M Sell
44,533
-1,533
-3% -$197K 0.04% 350
2019
Q3 		$6.21M Sell
46,066
-7,019
-13% -$914K 0.05% 347
2019
Q2 		$7.32M Buy
53,085
+10,383
+24% +$1.43M 0.05% 320
2019
Q1 		$5.13M Sell
42,702
-4,210
-9% -$524K 0.04% 381
2018
Q4 		$5.39M Buy
46,912
+25,038
+114% +$3.09M 0.04% 351
2018
Q3 		$3.44M Sell
21,874
-7,124
-25% -$1.02M 0.02% 482
2018
Q2 		$3.36M Buy
+28,998
New +$3.53M 0.02% 499

Other funds holding AYI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brandywine Global Investment Management's AYI Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Acuity Brands (AYI) stake by 1.5% in Q4 2025, selling an estimated $114K and leaving 20,949 shares worth $7.54M. The position accounts for 0.05% of the portfolio, ranked #301.

Brandywine Global Investment Management first reported a position in AYI in Q2 2018 and has held it in 27 quarters since. 616 funds tracked by Wall St. Rank hold AYI as of Q4 2025.

  • Brandywine Global Investment Management held 20,949 shares of Acuity Brands worth $7.54M as of Q4 2025.
  • Brandywine Global Investment Management sold 314 Acuity Brands shares in Q4 2025, an estimated $114K.
  • Acuity Brands made up 0.05% of Brandywine Global Investment Management's portfolio in Q4 2025, its #301 holding.
  • Brandywine Global Investment Management first reported a position in Acuity Brands in Q2 2018 and has held it in 27 quarters since.
  • 616 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.