Harbor Capital Advisors’s Ameresco AMRC Stock Holding History

Harbor Capital Advisors’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
2026 Q1	$1.44M	Sell	56,585 -5,638	-9%	-$169K	0.12%	252
2025 Q4	$1.82M	Sell	62,223 -11,874	-16%	-$417K	0.14%	194
2025 Q3	$2.49M	Sell	74,097 -229,157	-76%	-$5.24M	0.19%	134
2025 Q2	$4.61M	Buy	303,254 +72,549	+31%	+$949K	0.19%	177
2025 Q1	$2.79M	Buy	230,705 +202,970	+732%	+$3.68M	0.13%	230
2024 Q4	$651K	Sell	27,735 -20,418	-42%	-$590K	0.03%	514
2024 Q3	$1.83M	Sell	48,153 -20,634	-30%	-$638K	0.08%	321
2024 Q2	$1.98M	Buy	68,787 +44,882	+188%	+$1.24M	0.15%	204
2024 Q1	$577K	Buy	+23,905	New	+$536K	0.08%	350
2023 Q3	–	Sell	-1,588	Closed	-$77.2K	–	454
2023 Q2	$77.2K	Buy	+1,588	New	+$71.5K	0.02%	458

Other funds holding AMRC

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

DnB Asset Management

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM