DI
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Disciplined Investments’s Acuity Brands AYI Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-9
Closed -$1.47K – 236
2023
Q2 		$1.47K Sell
9
-1
-10% -$160 ﹤0.01% 790
2023
Q1 		$1.83K Buy
10
+3
+43% +$554 ﹤0.01% 704
2022
Q4 		$1.16K Hold
7
– – ﹤0.01% 839
2022
Q3 		$1K Sell
7
-2
-22% -$338 ﹤0.01% 792
2022
Q2 		$1K Hold
9
– – ﹤0.01% 812
2022
Q1 		$2K Buy
+9
New +$1.73K ﹤0.01% 638

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return