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Mark Sheptoff Financial Planning’s Acuity Brands AYI Stock Holding History

Mark Sheptoff Financial Planning’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
2025
Q3 		– Sell
-10
Closed -$2.98K – 494
2025
Q2 		$2.98K Buy
+10
New +$2.59K ﹤0.01% 439

Other funds holding AYI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Mark Sheptoff Financial Planning's AYI Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Acuity Brands (AYI) in Q3 2025, closing a stake of 10 shares — an estimated $2.98K sold.

Mark Sheptoff Financial Planning first reported a position in AYI in Q2 2025 and held it in 1 quarter. The position peaked at $2.98K in Q2 2025. 568 funds tracked by Wall St. Rank hold AYI as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Acuity Brands position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 10 Acuity Brands shares in Q3 2025, an estimated $2.98K.
  • Mark Sheptoff Financial Planning first reported a position in Acuity Brands in Q2 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Acuity Brands position peaked at $2.98K in Q2 2025.
  • 568 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.