Cerity Partners
AMRC icon

Cerity Partners’s Ameresco AMRC Stock Holding History

Cerity Partners’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
-5,160
Closed -$251K – 1404
2023
Q2 		$251K Hold
5,160
– – ﹤0.01% 1448
2023
Q1 		$254K Buy
+5,160
New +$274K ﹤0.01% 1611
2022
Q3 		– Sell
-10,547
Closed -$481K – 1178
2022
Q2 		$481K Buy
+10,547
New +$586K 0.01% 758

Other funds holding AMRC

Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cerity Partners's AMRC Position: Q3 2023 in Review

Cerity Partners sold out of Ameresco (AMRC) in Q3 2023, closing a stake of 5,160 shares — an estimated $251K sold.

Cerity Partners first reported a position in AMRC in Q2 2022 and held it in 3 quarters. The position peaked at $481K in Q2 2022. 193 funds tracked by Wall St. Rank hold AMRC as of Q3 2023.

  • Cerity Partners reported no remaining Ameresco position as of Q3 2023 after selling out during the quarter.
  • Cerity Partners sold 5,160 Ameresco shares in Q3 2023, an estimated $251K.
  • Cerity Partners first reported a position in Ameresco in Q2 2022 and held it in 3 quarters.
  • Cerity Partners's Ameresco position peaked at $481K in Q2 2022.
  • 193 funds tracked by Wall St. Rank held Ameresco as of Q3 2023.

Based on Cerity Partners's 13F filing for Q3 2023, filed 14 Nov 2023.