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Essex Investment Management’s Ameresco AMRC Stock Holding History

Essex Investment Management’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
2021
Q3 		– Sell
-37,441
Closed -$2.35M – 419
2021
Q2 		$2.35M Hold
37,441
– – 0.27% 124
2021
Q1 		$1.82M Sell
37,441
-3,892
-9% -$214K 0.22% 151
2020
Q4 		$2.16M Sell
41,333
-12,667
-23% -$546K 0.27% 122
2020
Q3 		$1.8M Hold
54,000
– – 0.26% 124
2020
Q2 		$1.5M Buy
+54,000
New +$1.09M 0.25% 131

Other funds holding AMRC

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $9.33B AUM 56.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essex Investment Management's AMRC Position: Q3 2021 in Review

Essex Investment Management sold out of Ameresco (AMRC) in Q3 2021, closing a stake of 37,441 shares — an estimated $2.35M sold.

Essex Investment Management first reported a position in AMRC in Q2 2020 and held it in 5 quarters. The position peaked at $2.35M in Q2 2021. 196 funds tracked by Wall St. Rank hold AMRC as of Q3 2021.

  • Essex Investment Management reported no remaining Ameresco position as of Q3 2021 after selling out during the quarter.
  • Essex Investment Management sold 37,441 Ameresco shares in Q3 2021, an estimated $2.35M.
  • Essex Investment Management first reported a position in Ameresco in Q2 2020 and held it in 5 quarters.
  • Essex Investment Management's Ameresco position peaked at $2.35M in Q2 2021.
  • 196 funds tracked by Wall St. Rank held Ameresco as of Q3 2021.

Based on Essex Investment Management's 13F filing for Q3 2021, filed 9 Nov 2021.