Claris Advisors’s Acuity Brands AYI Stock Holding History

Claris 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
2024 Q4	–	Sell	-3	Closed	-$826	–	172
2024 Q3	$826	Buy	+3	New	+$746	﹤0.01%	484

Other funds holding AYI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Claris Advisors's AYI Position: Q4 2024 in Review

Claris Advisors sold out of Acuity Brands (AYI) in Q4 2024, closing a stake of 3 shares — an estimated $826 sold.

Claris Advisors first reported a position in AYI in Q3 2024 and held it in 1 quarter. The position peaked at $826 in Q3 2024. 542 funds tracked by Wall St. Rank hold AYI as of Q4 2024.

Claris Advisors reported no remaining Acuity Brands position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Acuity Brands shares in Q4 2024, an estimated $826.
Claris Advisors first reported a position in Acuity Brands in Q3 2024 and held it in 1 quarter.
Claris Advisors's Acuity Brands position peaked at $826 in Q3 2024.
542 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.