John Overdeck’s Acuity Brands AYI Stock Holding History

John Overdeck’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 Q4	–	Sell	-4,300	Closed	-$745K	–	4265
2021 Q3	$745K	Sell	4,300 -2,500	-37%	-$438K	﹤0.01%	2894
2021 Q2	$1.27M	Buy	6,800 +5,200	+325%	+$945K	﹤0.01%	2268
2021 Q1	$264K	Buy	+1,600	New	+$204K	﹤0.01%	3427
2020 Q2	–	Sell	-12,900	Closed	-$1.1M	–	2935
2020 Q1	$1.1M	Sell	12,900 -1,400	-10%	-$154K	0.01%	1333
2019 Q4	$1.97M	Buy	14,300 +12,700	+794%	+$1.63M	0.01%	1601
2019 Q3	$216K	Sell	1,600 -700	-30%	-$91.2K	﹤0.01%	3146
2019 Q2	$317K	Sell	2,300 -700	-23%	-$96.3K	﹤0.01%	2836
2019 Q1	$360K	Sell	3,000 -16,000	-84%	-$1.99M	﹤0.01%	2478
2018 Q4	$2.18M	Buy	+19,000	New	+$2.35M	0.01%	1200
2018 Q3	–	Sell	-18,300	Closed	-$2.12M	–	3165
2018 Q2	$2.12M	Buy	18,300 +4,300	+31%	+$524K	0.01%	1568
2018 Q1	$1.95M	Buy	14,000 +11,000	+367%	+$1.69M	0.01%	1536
2017 Q4	$528K	Buy	+3,000	New	+$499K	﹤0.01%	2401
2016 Q4	–	Sell	-1,000	Closed	-$265K	–	3077
2016 Q3	$265K	Buy	+1,000	New	+$266K	﹤0.01%	2824

Other funds holding AYI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

John Overdeck's AYI Position: Q2 2026 in Review

John Overdeck reduced its Acuity Brands (AYI) stake by 74% in Q2 2026, selling an estimated $28.8M and leaving 34,957 shares worth $13.2M. The position accounts for 0.01% of the portfolio, ranked #1317.

John Overdeck first reported a position in AYI in Q1 2014 and has held it in 37 quarters since. The position peaked at $60M in Q2 2018. 633 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

John Overdeck held 34,957 shares of Acuity Brands worth $13.2M as of Q2 2026.
John Overdeck sold 97,012 Acuity Brands shares in Q2 2026, an estimated $28.8M.
Acuity Brands made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1317 holding.
John Overdeck first reported a position in Acuity Brands in Q1 2014 and has held it in 37 quarters since.
John Overdeck's Acuity Brands position peaked at $60M in Q2 2018.
633 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.