Sycomore Asset Management’s Acuity Brands AYI Stock Holding History

Sycomore Asset 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	$2.28M	Hold	7,669	–	–	0.24%	58
2026 Q1	$2.07M	Hold	7,669	–	–	0.29%	59
2025 Q4	$2.07M	Buy	+7,669	New	+$2.77M	0.34%	53
2025 Q3	–	Sell	-7,669	Closed	-$2.07M	–	65
2025 Q2	$2.07M	Hold	7,669	–	–	0.32%	54
2025 Q1	$2.07M	Hold	7,669	–	–	0.29%	60
2024 Q4	$2.07M	Hold	7,669	–	–	0.3%	60
2024 Q3	$2.07M	Buy	7,669 +633	+9%	+$157K	0.34%	61
2024 Q2	$1.69M	Buy	7,036 +15	+0.2%	+$3.83K	0.3%	54
2024 Q1	$1.78M	Sell	7,021 -2,525	-26%	-$612K	0.39%	52
2023 Q4	$1.96M	Sell	9,546 -1,252	-12%	-$226K	0.42%	56
2023 Q3	$1.78M	Hold	10,798	–	–	0.45%	48
2023 Q2	$1.74M	Buy	10,798 +6,250	+137%	+$998K	0.41%	51
2023 Q1	$785K	Buy	4,548 +195	+4%	+$36K	0.22%	55
2022 Q4	$724K	Buy	4,353 +1,767	+68%	+$314K	0.2%	66
2022 Q3	$407K	Buy	2,586 +420	+19%	+$71K	0.11%	83
2022 Q2	$334K	Buy	2,166 +1,400	+183%	+$237K	0.08%	83
2022 Q1	$151K	Buy	766 +145	+23%	+$27.9K	0.03%	99
2021 Q4	$136K	Buy	+621	New	+$128K	0.02%	100

Other funds holding AYI

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sycomore Asset Management's AYI Position: Q2 2026 in Review

Sycomore Asset Management held its Acuity Brands (AYI) position steady in Q2 2026 at 7,669 shares worth $2.28M. The position accounts for 0.24% of the portfolio, ranked #58.

Sycomore Asset Management first reported a position in AYI in Q4 2021 and has held it in 18 quarters since. 636 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

Sycomore Asset Management held 7,669 shares of Acuity Brands worth $2.28M as of Q2 2026.
Sycomore Asset Management left its Acuity Brands share count unchanged in Q2 2026.
Acuity Brands made up 0.24% of Sycomore Asset Management's portfolio in Q2 2026, its #58 holding.
Sycomore Asset Management first reported a position in Acuity Brands in Q4 2021 and has held it in 18 quarters since.
636 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Sycomore Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.