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Loring Wolcott & Coolidge Fiduciary Advisors’s Acuity Brands AYI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
Q1 		– Sell
-200
Closed -$24K – 337
2020
Q4 		$24K Hold
200
– – ﹤0.01% 491
2020
Q3 		$20K Sell
200
-40
-17% -$4.11K ﹤0.01% 466
2020
Q2 		$23K Hold
240
– – ﹤0.01% 429
2020
Q1 		$21K Buy
240
+200
+500% +$21.9K ﹤0.01% 458
2019
Q4 		$6K Sell
40
-110
-73% -$14.1K ﹤0.01% 597
2019
Q3 		$20K Sell
150
-4,598
-97% -$599K ﹤0.01% 518
2019
Q2 		$655K Sell
4,748
-59,110
-93% -$8.13M 0.01% 176
2019
Q1 		$7.66M Sell
63,858
-3,148
-5% -$392K 0.12% 77
2018
Q4 		$7.7M Sell
67,006
-12,316
-16% -$1.52M 0.14% 76
2018
Q3 		$12.5M Sell
79,322
-43,555
-35% -$6.25M 0.2% 69
2018
Q2 		$14.2M Sell
122,877
-15,650
-11% -$1.91M 0.25% 66
2018
Q1 		$19.3M Buy
138,527
+54,405
+65% +$8.37M 0.35% 59
2017
Q4 		$14.8M Buy
84,122
+20,422
+32% +$3.4M 0.27% 64
2017
Q3 		$10.9M Buy
63,700
+8,628
+16% +$1.61M 0.21% 69
2017
Q2 		$11.2M Buy
55,072
+4,524
+9% +$799K 0.22% 68
2017
Q1 		$10.3M Buy
50,548
+7,631
+18% +$1.61M 0.22% 68
2016
Q4 		$9.91M Buy
42,917
+31,470
+275% +$7.64M 0.22% 67
2016
Q3 		$3.03M Buy
11,447
+7,514
+191% +$2M 0.07% 105
2016
Q2 		$975K Buy
3,933
+3,628
+1,190% +$906K 0.02% 152
2016
Q1 		$67K Buy
305
+250
+455% +$51.6K ﹤0.01% 358
2015
Q4 		$13K Buy
+55
New +$11.9K ﹤0.01% 541

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AYI Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Acuity Brands (AYI) in Q1 2021, closing a stake of 200 shares — an estimated $24K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AYI in Q4 2015 and held it in 21 quarters. The position peaked at $19.3M in Q1 2018. 351 funds tracked by Wall St. Rank hold AYI as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Acuity Brands position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 200 Acuity Brands shares in Q1 2021, an estimated $24K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Acuity Brands in Q4 2015 and held it in 21 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Acuity Brands position peaked at $19.3M in Q1 2018.
  • 351 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.