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CSat Investment Advisory’s Acuity Brands AYI Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-131
Closed -$13K – 562
2020
Q3 		$13K Buy
131
+15
+13% +$1.54K ﹤0.01% 981
2020
Q2 		$11K Buy
116
+3
+3% +$264 ﹤0.01% 1008
2020
Q1 		$10K Buy
113
+23
+26% +$2.52K ﹤0.01% 902
2019
Q4 		$12K Buy
90
+2
+2% +$257 ﹤0.01% 929
2019
Q3 		$12K Buy
88
+19
+28% +$2.48K ﹤0.01% 849
2019
Q2 		$10K Buy
+69
New +$9.49K ﹤0.01% 867

Other funds holding AYI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CSat Investment Advisory's AYI Position: Q4 2020 in Review

CSat Investment Advisory sold out of Acuity Brands (AYI) in Q4 2020, closing a stake of 131 shares — an estimated $13K sold.

CSat Investment Advisory first reported a position in AYI in Q2 2019 and held it in 6 quarters. The position peaked at $13K in Q3 2020. 350 funds tracked by Wall St. Rank hold AYI as of Q4 2020.

  • CSat Investment Advisory reported no remaining Acuity Brands position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 131 Acuity Brands shares in Q4 2020, an estimated $13K.
  • CSat Investment Advisory first reported a position in Acuity Brands in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Acuity Brands position peaked at $13K in Q3 2020.
  • 350 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.