Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Acuity Brands AYI Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-1,555
Closed -$536K – 524
2025
Q3 		$536K Buy
1,555
+728
+88% +$232K ﹤0.01% 1010
2025
Q2 		$247K Sell
827
-85
-9% -$22K ﹤0.01% 1206
2025
Q1 		$240K Buy
912
+79
+9% +$23.9K ﹤0.01% 1118
2024
Q4 		$244K Sell
833
-23,353
-97% -$7.29M ﹤0.01% 1105
2024
Q3 		$6.59M Buy
24,186
+367
+2% +$91.2K 0.05% 298
2024
Q2 		$5.75M Sell
23,819
-1,962
-8% -$502K 0.05% 263
2024
Q1 		$6.93M Sell
25,781
-7,230
-22% -$1.75M 0.09% 168
2023
Q4 		$6.76M Sell
33,011
-774
-2% -$140K 0.11% 108
2023
Q3 		$5.75M Sell
33,785
-1,566
-4% -$256K 0.1% 116
2023
Q2 		$5.77M Sell
35,351
-607
-2% -$96.9K 0.08% 124
2023
Q1 		$6.57M Buy
35,958
+82
+0.2% +$15.1K 0.11% 114
2022
Q4 		$5.94M Sell
35,876
-264
-0.7% -$46.9K 0.12% 126
2022
Q3 		$5.69M Buy
36,140
+118
+0.3% +$20K 0.13% 115
2022
Q2 		$5.55M Buy
36,022
+117
+0.3% +$19.8K 0.12% 131
2022
Q1 		$6.8M Sell
35,905
-3,569
-9% -$686K 0.13% 116
2021
Q4 		$4.78M Buy
39,474
+3,898
+11% +$806K 0.11% 126
2021
Q3 		$6.17M Buy
35,576
+20
+0.1% +$3.51K 0.12% 124
2021
Q2 		$6.65M Sell
35,556
-4,958
-12% -$901K 0.13% 120
2021
Q1 		$6.68M Buy
40,514
+1,040
+3% +$133K 0.16% 101
2020
Q4 		$4.78M Buy
39,474
+5,767
+17% +$619K 0.12% 120
2020
Q3 		$3.45M Buy
+33,707
New +$3.46M 0.1% 148

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kovitz Investment Group Partners's AYI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Acuity Brands (AYI) in Q4 2025, closing a stake of 1,555 shares — an estimated $536K sold.

Kovitz Investment Group Partners first reported a position in AYI in Q3 2020 and held it in 21 quarters. The position peaked at $6.93M in Q1 2024. 616 funds tracked by Wall St. Rank hold AYI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Acuity Brands position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,555 Acuity Brands shares in Q4 2025, an estimated $536K.
  • Kovitz Investment Group Partners first reported a position in Acuity Brands in Q3 2020 and held it in 21 quarters.
  • Kovitz Investment Group Partners's Acuity Brands position peaked at $6.93M in Q1 2024.
  • 616 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.