DI
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Disciplined Investments’s Ameresco AMRC Stock Holding History

Disciplined Investments’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
Closed -$243 – 187
2023
Q2 		$243 Hold
5
– – ﹤0.01% 1453
2023
Q1 		$246 Buy
5
+1
+25% +$53 ﹤0.01% 1447
2022
Q4 		$229 Sell
4
-1
-20% -$61 ﹤0.01% 1407
2022
Q3 		$0 Hold
5
– – ﹤0.01% 1215
2022
Q2 		$0 Buy
5
+1
+25% +$56 ﹤0.01% 1244
2022
Q1 		$0 Buy
+4
New +$252 ﹤0.01% 1323

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

Disciplined Investments's AMRC Position: Q3 2023 in Review

Disciplined Investments sold out of Ameresco (AMRC) in Q3 2023, closing a stake of 5 shares — an estimated $243 sold.

Disciplined Investments first reported a position in AMRC in Q1 2022 and held it in 6 quarters. The position peaked at $246 in Q1 2023. 193 funds tracked by Wall St. Rank hold AMRC as of Q3 2023.

  • Disciplined Investments reported no remaining Ameresco position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 Ameresco shares in Q3 2023, an estimated $243.
  • Disciplined Investments first reported a position in Ameresco in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Ameresco position peaked at $246 in Q1 2023.
  • 193 funds tracked by Wall St. Rank held Ameresco as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.