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Lederer & Associates Investment Counsel’s Acuity Brands AYI Stock Holding History

Lederer & Associates Investment Counsel’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
Q2 		– Sell
-195
Closed -$32.2K – 90
2021
Q1 		$32.2K Buy
+195
New +$24.9K 0.02% 113
2017
Q2 		– Sell
-5,991
Closed -$1.22M – 87
2017
Q1 		$1.22M Sell
5,991
-208
-3% -$43.9K 1.15% 44
2016
Q4 		$1.43M Buy
+6,199
New +$1.5M 1.42% 36
2015
Q3 		$939K Buy
+5,350
New +$1.04M 1.04% 45

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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Lederer & Associates Investment Counsel's AYI Position: Q2 2021 in Review

Lederer & Associates Investment Counsel sold out of Acuity Brands (AYI) in Q2 2021, closing a stake of 195 shares — an estimated $32.2K sold.

Lederer & Associates Investment Counsel first reported a position in AYI in Q3 2015 and held it in 4 quarters. The position peaked at $1.43M in Q4 2016. 368 funds tracked by Wall St. Rank hold AYI as of Q2 2021.

  • Lederer & Associates Investment Counsel reported no remaining Acuity Brands position as of Q2 2021 after selling out during the quarter.
  • Lederer & Associates Investment Counsel sold 195 Acuity Brands shares in Q2 2021, an estimated $32.2K.
  • Lederer & Associates Investment Counsel first reported a position in Acuity Brands in Q3 2015 and held it in 4 quarters.
  • Lederer & Associates Investment Counsel's Acuity Brands position peaked at $1.43M in Q4 2016.
  • 368 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2021.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2021, filed 23 Jul 2021.