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Polymer Capital Management’s Acuity Brands AYI Stock Holding History

Polymer Capital Management’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
2026
Q2 		$568K Sell
1,508
-1,563
-51% -$463K 0.08% 320
2026
Q1 		$861K Buy
+3,071
New +$933K 0.09% 247
2025
Q4 		– Sell
-1,020
Closed -$351K – 770
2025
Q3 		$351K Buy
+1,020
New +$325K 0.04% 552

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Polymer Capital Management's AYI Position: Q2 2026 in Review

Polymer Capital Management reduced its Acuity Brands (AYI) stake by 51% in Q2 2026, selling an estimated $463K and leaving 1,508 shares worth $568K. The position accounts for 0.08% of the portfolio, ranked #320.

Polymer Capital Management first reported a position in AYI in Q3 2025 and has held it in 3 quarters since. The position peaked at $861K in Q1 2026. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Polymer Capital Management held 1,508 shares of Acuity Brands worth $568K as of Q2 2026.
  • Polymer Capital Management sold 1,563 Acuity Brands shares in Q2 2026, an estimated $463K.
  • Acuity Brands made up 0.08% of Polymer Capital Management's portfolio in Q2 2026, its #320 holding.
  • Polymer Capital Management first reported a position in Acuity Brands in Q3 2025 and has held it in 3 quarters since.
  • Polymer Capital Management's Acuity Brands position peaked at $861K in Q1 2026.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.