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Menard Financial Group’s Acuity Brands AYI Stock Holding History

Menard Financial Group’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
Q1 		– Sell
-270
Closed -$78.9K – 114
2024
Q4 		$78.9K Buy
+270
New +$84.3K 0.05% 167

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Menard Financial Group's AYI Position: Q1 2025 in Review

Menard Financial Group sold out of Acuity Brands (AYI) in Q1 2025, closing a stake of 270 shares — an estimated $78.9K sold.

Menard Financial Group first reported a position in AYI in Q4 2024 and held it in 1 quarter. The position peaked at $78.9K in Q4 2024. 541 funds tracked by Wall St. Rank hold AYI as of Q1 2025.

  • Menard Financial Group reported no remaining Acuity Brands position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 270 Acuity Brands shares in Q1 2025, an estimated $78.9K.
  • Menard Financial Group first reported a position in Acuity Brands in Q4 2024 and held it in 1 quarter.
  • Menard Financial Group's Acuity Brands position peaked at $78.9K in Q4 2024.
  • 541 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.