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Aperio Group’s Ameresco AMRC Stock Holding History

Aperio Group’s Portfolio AMRC Stock Details AMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$806K Buy
15,432
+2,293
+17% +$98.8K ﹤0.01% 1710
2020
Q3 		$439K Buy
13,139
+1,539
+13% +$46.6K ﹤0.01% 1878
2020
Q2 		$322K Buy
+11,600
New +$234K ﹤0.01% 1989
2019
Q3 		– Sell
-402
Closed -$6K – 2319
2019
Q2 		$6K Buy
+402
New +$6.15K ﹤0.01% 2834

Other funds holding AMRC

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aperio Group's AMRC Position: Q4 2020 in Review

Aperio Group increased its Ameresco (AMRC) stake by 17% in Q4 2020, buying an estimated $98.8K and bringing the position to 15,432 shares worth $806K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Aperio Group first reported a position in AMRC in Q2 2019 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold AMRC as of Q4 2020.

  • Aperio Group held 15,432 shares of Ameresco worth $806K as of Q4 2020.
  • Aperio Group bought 2,293 Ameresco shares in Q4 2020, an estimated $98.8K.
  • Ameresco made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1710 holding.
  • Aperio Group first reported a position in Ameresco in Q2 2019 and has held it in 4 quarters since.
  • 199 funds tracked by Wall St. Rank held Ameresco as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.