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Richardson Financial Services’s Acuity Brands AYI Stock Holding History

Richardson Financial Services’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
Q1 		$19.1K Sell
68
-49
-42% -$14.9K 0.01% 420
2025
Q4 		$42.1K Buy
117
+17
+17% +$6.14K 0.01% 319
2025
Q3 		$34.4K Buy
100
+55
+122% +$17.5K 0.02% 318
2025
Q2 		$13.8K Sell
45
-35
-44% -$9.06K 0.01% 373
2025
Q1 		$21.1K Buy
80
+11
+16% +$3.33K 0.02% 322
2024
Q4 		$20.3K Buy
69
+7
+11% +$2.19K 0.01% 340
2024
Q3 		$15K Hold
62
– – 0.01% 368
2024
Q2 		$15K Sell
62
-15
-19% -$3.83K 0.01% 346
2024
Q1 		$20.7K Buy
77
+6
+8% +$1.45K 0.01% 345
2023
Q4 		$14.5K Buy
+71
New +$12.8K 0.01% 289

Other funds holding AYI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return