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Kiwi Wealth Investments Limited Partnership’s Acuity Brands AYI Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2022
Q4 		– Sell
-19,221
Closed -$2.96M – 213
2022
Q3 		$2.96M Hold
19,221
– – 0.2% 122
2022
Q2 		$2.96M Sell
19,221
-301
-2% -$51K 0.2% 122
2022
Q1 		$3.7M Buy
19,522
+2,375
+14% +$456K 0.2% 132
2021
Q4 		$3.63M Buy
+17,147
New +$3.54M 0.17% 134

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's AYI Position: Q4 2022 in Review

Kiwi Wealth Investments Limited Partnership sold out of Acuity Brands (AYI) in Q4 2022, closing a stake of 19,221 shares — an estimated $2.96M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in AYI in Q4 2021 and held it in 4 quarters. The position peaked at $3.7M in Q1 2022. 390 funds tracked by Wall St. Rank hold AYI as of Q4 2022.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Acuity Brands position as of Q4 2022 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 19,221 Acuity Brands shares in Q4 2022, an estimated $2.96M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Acuity Brands in Q4 2021 and held it in 4 quarters.
  • Kiwi Wealth Investments Limited Partnership's Acuity Brands position peaked at $3.7M in Q1 2022.
  • 390 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2022.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2022, filed 15 Feb 2023.