UMB Bank’s Acuity Brands AYI Stock Holding History

UMB Bank’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	$112K	Buy	399 +66	+20%	+$20.1K	﹤0.01%	930
2025 Q4	$120K	Buy	333 +3	+0.9%	+$1.08K	﹤0.01%	868
2025 Q3	$114K	Buy	330 +2	+0.6%	+$638	﹤0.01%	811
2025 Q2	$97.9K	Buy	328 +78	+31%	+$20.2K	﹤0.01%	842
2025 Q1	$65.8K	Buy	250 +78	+45%	+$23.6K	﹤0.01%	938
2024 Q4	$50.2K	Buy	172 +67	+64%	+$20.9K	﹤0.01%	912
2024 Q3	$28.9K	Buy	105 +88	+518%	+$21.9K	﹤0.01%	1066
2024 Q2	$4.1K	Buy	17 +9	+113%	+$2.3K	﹤0.01%	1494
2024 Q1	$2.15K	Buy	+8	New	+$1.94K	﹤0.01%	1522
2022 Q3	–	Sell	-14	Closed	-$2K	–	1752
2022 Q2	$2K	Sell	14 -3	-18%	-$509	﹤0.01%	1712
2022 Q1	$3K	Hold	17	–	–	﹤0.01%	1736
2021 Q4	$4K	Buy	+17	New	+$3.51K	﹤0.01%	1667
2016 Q4	–	Sell	-1,361	Closed	-$360K	–	334
2016 Q3	$360K	Sell	1,361 -200	-13%	-$53.2K	0.01%	270
2016 Q2	$387K	Buy	1,561 +325	+26%	+$81.2K	0.02%	257
2016 Q1	$270K	Buy	1,236 +300	+32%	+$61.9K	0.01%	302
2015 Q4	$219K	Buy	+936	New	+$203K	0.01%	324

Other funds holding AYI

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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