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Peloton Wealth Strategists’s Acuity Brands AYI Stock Holding History

Peloton Wealth Strategists’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
2018
Q4 		– Sell
-14,385
Closed -$2.26M – 60
2018
Q3 		$2.26M Sell
14,385
-2,000
-12% -$287K 1.55% 31
2018
Q2 		$1.9M Buy
16,385
+770
+5% +$93.8K 1.37% 32
2018
Q1 		$2.17M Buy
15,615
+1,875
+14% +$288K 1.64% 31
2017
Q4 		$2.42M Buy
13,740
+1,625
+13% +$270K 1.8% 25
2017
Q3 		$2.08M Buy
12,115
+6,040
+99% +$1.13M 1.6% 31
2017
Q2 		$1.24M Buy
+6,075
New +$1.07M 0.96% 45

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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peloton Wealth Strategists's AYI Position: Q4 2018 in Review

Peloton Wealth Strategists sold out of Acuity Brands (AYI) in Q4 2018, closing a stake of 14,385 shares — an estimated $2.26M sold.

Peloton Wealth Strategists first reported a position in AYI in Q2 2017 and held it in 6 quarters. The position peaked at $2.42M in Q4 2017. 384 funds tracked by Wall St. Rank hold AYI as of Q4 2018.

  • Peloton Wealth Strategists reported no remaining Acuity Brands position as of Q4 2018 after selling out during the quarter.
  • Peloton Wealth Strategists sold 14,385 Acuity Brands shares in Q4 2018, an estimated $2.26M.
  • Peloton Wealth Strategists first reported a position in Acuity Brands in Q2 2017 and held it in 6 quarters.
  • Peloton Wealth Strategists's Acuity Brands position peaked at $2.42M in Q4 2017.
  • 384 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2018.

Based on Peloton Wealth Strategists's 13F filing for Q4 2018, filed 14 Feb 2019.