LAM
AYI icon

LECAP Asset Management’s Acuity Brands AYI Stock Holding History

LECAP Asset Management’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
2026
Q2 		– Sell
-1,153
Closed -$323K – 271
2026
Q1 		$323K Sell
1,153
-2,189
-65% -$665K 0.12% 235
2025
Q4 		$1.2M Buy
3,342
+2,020
+153% +$730K 0.48% 75
2025
Q3 		$455K Buy
+1,322
New +$422K 0.16% 218
2024
Q3 		– Sell
-2,518
Closed -$608K – 305
2024
Q2 		$608K Sell
2,518
-1,262
-33% -$323K 0.13% 246
2024
Q1 		$1.02M Sell
3,780
-38
-1% -$9.2K 0.21% 174
2023
Q4 		$782K Buy
+3,818
New +$690K 0.28% 138

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LECAP Asset Management's AYI Position: Q2 2026 in Review

LECAP Asset Management sold out of Acuity Brands (AYI) in Q2 2026, closing a stake of 1,153 shares — an estimated $323K sold.

LECAP Asset Management first reported a position in AYI in Q4 2023 and held it in 6 quarters. The position peaked at $1.2M in Q4 2025. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • LECAP Asset Management reported no remaining Acuity Brands position as of Q2 2026 after selling out during the quarter.
  • LECAP Asset Management sold 1,153 Acuity Brands shares in Q2 2026, an estimated $323K.
  • LECAP Asset Management first reported a position in Acuity Brands in Q4 2023 and held it in 6 quarters.
  • LECAP Asset Management's Acuity Brands position peaked at $1.2M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.