PKO Investment Management Joint-Stock’s Acuity Brands AYI Stock Holding History

PKO Investment Management Joint-Stock’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
2016 Q4	–	Sell	-420	Closed	-$111K	–	67
2016 Q3	$111K	Sell	420 -220	-34%	-$58.6K	0.07%	41
2016 Q2	$159K	Hold	640	–	–	0.11%	39
2016 Q1	$140K	Hold	640	–	–	0.09%	41
2015 Q4	$150K	Hold	640	–	–	0.11%	39
2015 Q3	$112K	Hold	640	–	–	0.1%	39
2015 Q2	$115K	Hold	640	–	–	0.09%	44
2015 Q1	$108K	Sell	640 -160	-20%	-$25.1K	0.09%	42
2014 Q4	$112K	Sell	800 -400	-33%	-$54.3K	0.12%	40
2014 Q3	$141K	Sell	1,200 -100	-8%	-$11.8K	0.13%	40
2014 Q2	$180K	Buy	+1,300	New	+$165K	0.15%	41

Other funds holding AYI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ACM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PKO Investment Management Joint-Stock's AYI Position: Q4 2016 in Review

PKO Investment Management Joint-Stock sold out of Acuity Brands (AYI) in Q4 2016, closing a stake of 420 shares — an estimated $111K sold.

PKO Investment Management Joint-Stock first reported a position in AYI in Q2 2014 and held it in 10 quarters. The position peaked at $180K in Q2 2014. 498 funds tracked by Wall St. Rank hold AYI as of Q4 2016.

PKO Investment Management Joint-Stock reported no remaining Acuity Brands position as of Q4 2016 after selling out during the quarter.
PKO Investment Management Joint-Stock sold 420 Acuity Brands shares in Q4 2016, an estimated $111K.
PKO Investment Management Joint-Stock first reported a position in Acuity Brands in Q2 2014 and held it in 10 quarters.
PKO Investment Management Joint-Stock's Acuity Brands position peaked at $180K in Q2 2014.
498 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2016.

Based on PKO Investment Management Joint-Stock's 13F filing for Q4 2016, filed 13 Mar 2025.