DZ Bank
AMRC icon

DZ Bank’s Ameresco AMRC Stock Holding History

DZ Bank’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
Q4 		– Sell
-23,584
Closed -$909K – 998
2023
Q3 		$909K Hold
23,584
– – ﹤0.01% 650
2023
Q2 		$1.15M Buy
+23,584
New +$1.06M ﹤0.01% 640
2017
Q2 		– Sell
-25,000
Closed -$164K – 933
2017
Q1 		$164K Hold
25,000
– – ﹤0.01% 754
2016
Q4 		$138K Buy
+25,000
New +$139K ﹤0.01% 741

Other funds holding AMRC

Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DZ Bank's AMRC Position: Q4 2023 in Review

DZ Bank sold out of Ameresco (AMRC) in Q4 2023, closing a stake of 23,584 shares — an estimated $909K sold.

DZ Bank first reported a position in AMRC in Q4 2016 and held it in 4 quarters. The position peaked at $1.15M in Q2 2023. 183 funds tracked by Wall St. Rank hold AMRC as of Q4 2023.

  • DZ Bank reported no remaining Ameresco position as of Q4 2023 after selling out during the quarter.
  • DZ Bank sold 23,584 Ameresco shares in Q4 2023, an estimated $909K.
  • DZ Bank first reported a position in Ameresco in Q4 2016 and held it in 4 quarters.
  • DZ Bank's Ameresco position peaked at $1.15M in Q2 2023.
  • 183 funds tracked by Wall St. Rank held Ameresco as of Q4 2023.

Based on DZ Bank's 13F filing for Q4 2023, filed 14 Feb 2024.