Sugarloaf Wealth Management’s Acuity Brands AYI Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$585K	Hold	2,001	–	–	0.11%	81
2024 Q3	$551K	Hold	2,001	–	–	0.1%	85
2024 Q2	$483K	Buy	2,001 +1	+0.1%	+$256	0.1%	86
2024 Q1	$537K	Hold	2,000	–	–	0.11%	78
2023 Q4	$410K	Hold	2,000	–	–	0.1%	96
2023 Q3	$341K	Hold	2,000	–	–	0.09%	95
2023 Q2	$326K	Hold	2,000	–	–	0.08%	97
2023 Q1	$365K	Hold	2,000	–	–	0.09%	94
2022 Q4	$331K	Sell	2,000 -2,000	-50%	-$355K	0.08%	93
2022 Q3	$630K	Buy	4,000 +2,000	+100%	+$338K	0.16%	65
2022 Q2	$308K	Hold	2,000	–	–	0.08%	92
2022 Q1	$379K	Hold	2,000	–	–	0.09%	83
2021 Q4	$423K	Hold	2,000	–	–	0.1%	80
2021 Q3	$347K	Hold	2,000	–	–	0.09%	86
2021 Q2	$374K	Hold	2,000	–	–	0.1%	84
2021 Q1	$330	Hold	2,000	–	–	0.1%	89
2020 Q4	$242K	Hold	2,000	–	–	0.08%	105
2020 Q3	$205K	Hold	2,000	–	–	0.07%	112
2020 Q2	$191K	Hold	2,000	–	–	0.07%	110
2020 Q1	$171K	Hold	2,000	–	–	0.08%	110
2019 Q4	$276K	Buy	+2,000	New	+$257K	0.12%	102

Other funds holding AYI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's AYI Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Acuity Brands (AYI) position steady in Q4 2024 at 2,001 shares worth $585K. The position accounts for 0.11% of the portfolio, ranked #81.

Sugarloaf Wealth Management first reported a position in AYI in Q4 2019 and has held it in 21 quarters since. The position peaked at $630K in Q3 2022. 542 funds tracked by Wall St. Rank hold AYI as of Q4 2024.

Sugarloaf Wealth Management held 2,001 shares of Acuity Brands worth $585K as of Q4 2024.
Sugarloaf Wealth Management left its Acuity Brands share count unchanged in Q4 2024.
Acuity Brands made up 0.11% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #81 holding.
Sugarloaf Wealth Management first reported a position in Acuity Brands in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Acuity Brands position peaked at $630K in Q3 2022.
542 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.