Birch Hill Investment Advisors’s Ameresco AMRC Stock Holding History

Birch Hill Investment Advisors’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
2023 Q3	–	Sell	-4,550	Closed	-$221K	–	156
2023 Q2	$221K	Hold	4,550	–	–	0.01%	148
2023 Q1	$224K	Hold	4,550	–	–	0.01%	149
2022 Q4	$260K	Hold	4,550	–	–	0.02%	137
2022 Q3	$302K	Hold	4,550	–	–	0.02%	131
2022 Q2	$207K	Hold	4,550	–	–	0.01%	150
2022 Q1	$362K	Hold	4,550	–	–	0.02%	135
2021 Q4	$371K	Sell	4,550 -150	-3%	-$12K	0.02%	139
2021 Q3	$275K	Hold	4,700	–	–	0.01%	149
2021 Q2	$295K	Hold	4,700	–	–	0.02%	142
2021 Q1	$229K	Hold	4,700	–	–	0.01%	145
2020 Q4	$246K	Buy	+4,700	New	+$203K	0.01%	137

Other funds holding AMRC

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Birch Hill Investment Advisors's AMRC Position: Q3 2023 in Review

Birch Hill Investment Advisors sold out of Ameresco (AMRC) in Q3 2023, closing a stake of 4,550 shares — an estimated $221K sold.

Birch Hill Investment Advisors first reported a position in AMRC in Q4 2020 and held it in 11 quarters. The position peaked at $371K in Q4 2021. 193 funds tracked by Wall St. Rank hold AMRC as of Q3 2023.

Birch Hill Investment Advisors reported no remaining Ameresco position as of Q3 2023 after selling out during the quarter.
Birch Hill Investment Advisors sold 4,550 Ameresco shares in Q3 2023, an estimated $221K.
Birch Hill Investment Advisors first reported a position in Ameresco in Q4 2020 and held it in 11 quarters.
Birch Hill Investment Advisors's Ameresco position peaked at $371K in Q4 2021.
193 funds tracked by Wall St. Rank held Ameresco as of Q3 2023.

Based on Birch Hill Investment Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.