LF
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Lee Financial’s Acuity Brands AYI Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-13
Closed -$2.66K – 211
2023
Q4 		$2.66K Buy
+13
New +$2.35K ﹤0.01% 690
2022
Q3 		– Sell
-10
Closed -$2K – 828
2022
Q2 		$2K Hold
10
– – ﹤0.01% 665
2022
Q1 		$2K Hold
10
– – ﹤0.01% 615
2021
Q4 		$2K Hold
10
– – ﹤0.01% 706
2021
Q3 		$2K Sell
10
-7
-41% -$1.23K ﹤0.01% 589
2021
Q2 		$3K Buy
+17
New +$3.09K ﹤0.01% 499

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return