Phoenix Financial’s Acuity Brands AYI Stock Holding History

Phoenix Financial’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
2020 Q4	–	Sell	-4,054	Closed	-$386K	–	366
2020 Q3	$386K	Buy	+4,054	New	+$417K	0.02%	244

Other funds holding AYI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Phoenix Financial's AYI Position: Q4 2020 in Review

Phoenix Financial sold out of Acuity Brands (AYI) in Q4 2020, closing a stake of 4,054 shares — an estimated $386K sold.

Phoenix Financial first reported a position in AYI in Q3 2020 and held it in 1 quarter. The position peaked at $386K in Q3 2020. 350 funds tracked by Wall St. Rank hold AYI as of Q4 2020.

Phoenix Financial reported no remaining Acuity Brands position as of Q4 2020 after selling out during the quarter.
Phoenix Financial sold 4,054 Acuity Brands shares in Q4 2020, an estimated $386K.
Phoenix Financial first reported a position in Acuity Brands in Q3 2020 and held it in 1 quarter.
Phoenix Financial's Acuity Brands position peaked at $386K in Q3 2020.
350 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2020.

Based on Phoenix Financial's 13F filing for Q4 2020, filed 11 Feb 2021.