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JP Morgan Private Wealth Advisors’s Acuity Brands AYI Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$461K Sell
2,704
-203
-7% -$33.1K ﹤0.01% 1280
2023
Q2 		$474K Sell
2,907
-699
-19% -$112K ﹤0.01% 1056
2023
Q1 		$659K Sell
3,606
-232
-6% -$42.8K ﹤0.01% 1352
2022
Q4 		$636K Buy
3,838
+639
+20% +$113K ﹤0.01% 1360
2022
Q3 		$504K Buy
3,199
+8
+0.3% +$1.35K ﹤0.01% 1449
2022
Q2 		$492K Sell
3,191
-190
-6% -$32.2K ﹤0.01% 1462
2022
Q1 		$640K Sell
3,381
-130
-4% -$25K ﹤0.01% 1419
2021
Q4 		$743K Buy
3,511
+48
+1% +$9.92K ﹤0.01% 1389
2021
Q3 		$600K Buy
3,463
+29
+0.8% +$5.08K ﹤0.01% 1425
2021
Q2 		$642K Buy
3,434
+384
+13% +$69.8K ﹤0.01% 1389
2021
Q1 		$503K Sell
3,050
-105
-3% -$13.4K ﹤0.01% 1310
2020
Q4 		$382K Buy
3,155
+152
+5% +$16.3K ﹤0.01% 1396
2020
Q3 		$307K Buy
3,003
+88
+3% +$9.04K ﹤0.01% 1354
2020
Q2 		$279K Sell
2,915
-121
-4% -$10.6K ﹤0.01% 1338
2020
Q1 		$260K Buy
3,036
+558
+23% +$61.2K ﹤0.01% 1185
2019
Q4 		$342K Buy
2,478
+59
+2% +$7.58K ﹤0.01% 1181
2019
Q3 		$326K Buy
2,419
+193
+9% +$25.1K ﹤0.01% 1159
2019
Q2 		$307K Buy
2,226
+19
+0.9% +$2.61K ﹤0.01% 1139
2019
Q1 		$265K Buy
2,207
+383
+21% +$47.7K ﹤0.01% 1268
2018
Q4 		$210K Sell
1,824
-199
-10% -$24.6K ﹤0.01% 1322
2018
Q3 		$318K Buy
2,023
+133
+7% +$19.1K ﹤0.01% 1263
2018
Q2 		$219K Buy
+1,890
New +$230K ﹤0.01% 1329
2017
Q2 		– Sell
-1,528
Closed -$312K – 1242
2017
Q1 		$312K Sell
1,528
-500
-25% -$106K ﹤0.01% 1047
2016
Q4 		$468K Buy
2,028
+7
+0.3% +$1.7K ﹤0.01% 829
2016
Q3 		$535K Sell
2,021
-417
-17% -$111K 0.01% 771
2016
Q2 		$604K Buy
+2,438
New +$609K 0.01% 725

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 $6.73T AUM 46.02% 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 $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AYI Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Acuity Brands (AYI) stake by 7% in Q3 2023, selling an estimated $33.1K and leaving 2,704 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

JP Morgan Private Wealth Advisors first reported a position in AYI in Q2 2016 and has held it in 26 quarters since. The position peaked at $743K in Q4 2021. 400 funds tracked by Wall St. Rank hold AYI as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 2,704 shares of Acuity Brands worth $461K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 203 Acuity Brands shares in Q3 2023, an estimated $33.1K.
  • Acuity Brands made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1280 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Acuity Brands in Q2 2016 and has held it in 26 quarters since.
  • JP Morgan Private Wealth Advisors's Acuity Brands position peaked at $743K in Q4 2021.
  • 400 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.