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Chicago Trust’s Ameresco AMRC Stock Holding History

Chicago Trust’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
2022
Q2 		– Sell
-3,270
Closed -$260K – 305
2022
Q1 		$260K Hold
3,270
– – 0.06% 279
2021
Q4 		$266K Buy
+3,270
New +$262K 0.05% 283
2021
Q1 		– Sell
-4,110
Closed -$215K – 212
2020
Q4 		$215K Buy
+4,110
New +$177K 0.07% 214

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Chicago Trust's AMRC Position: Q2 2022 in Review

Chicago Trust sold out of Ameresco (AMRC) in Q2 2022, closing a stake of 3,270 shares — an estimated $260K sold.

Chicago Trust first reported a position in AMRC in Q4 2020 and held it in 3 quarters. The position peaked at $266K in Q4 2021. 215 funds tracked by Wall St. Rank hold AMRC as of Q2 2022.

  • Chicago Trust reported no remaining Ameresco position as of Q2 2022 after selling out during the quarter.
  • Chicago Trust sold 3,270 Ameresco shares in Q2 2022, an estimated $260K.
  • Chicago Trust first reported a position in Ameresco in Q4 2020 and held it in 3 quarters.
  • Chicago Trust's Ameresco position peaked at $266K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Ameresco as of Q2 2022.

Based on Chicago Trust's 13F filing for Q2 2022, filed 3 Aug 2022.