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Legacy Capital Group California’s Acuity Brands AYI Stock Holding History

Legacy Capital Group California’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
Q4 		– Sell
-1,096
Closed -$302K – 334
2024
Q3 		$302K Sell
1,096
-42
-4% -$10.4K 0.1% 230
2024
Q2 		$275K Buy
1,138
+11
+1% +$2.81K 0.1% 242
2024
Q1 		$303K Sell
1,127
-346
-23% -$83.8K 0.11% 221
2023
Q4 		$302K Sell
1,473
-1
-0.1% -$181 0.12% 217
2023
Q3 		$251K Sell
1,474
-14
-0.9% -$2.29K 0.11% 228
2023
Q2 		$243K Buy
1,488
+47
+3% +$7.5K 0.1% 232
2023
Q1 		$263K Buy
+1,441
New +$266K 0.13% 202

Other funds holding AYI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Capital Group California's AYI Position: Q4 2024 in Review

Legacy Capital Group California sold out of Acuity Brands (AYI) in Q4 2024, closing a stake of 1,096 shares — an estimated $302K sold.

Legacy Capital Group California first reported a position in AYI in Q1 2023 and held it in 7 quarters. The position peaked at $303K in Q1 2024. 542 funds tracked by Wall St. Rank hold AYI as of Q4 2024.

  • Legacy Capital Group California reported no remaining Acuity Brands position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 1,096 Acuity Brands shares in Q4 2024, an estimated $302K.
  • Legacy Capital Group California first reported a position in Acuity Brands in Q1 2023 and held it in 7 quarters.
  • Legacy Capital Group California's Acuity Brands position peaked at $303K in Q1 2024.
  • 542 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2024.

Based on Legacy Capital Group California's 13F filing for Q4 2024, filed 3 Feb 2025.