Hartree Partners’s Ameresco AMRC Stock Holding History

Hartree Partners’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
2024 Q1	–	Sell	-25,000	Closed	-$792K	–	59
2023 Q4	$792K	Buy	+25,000	New	+$754K	0.29%	38

Other funds holding AMRC

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Hartree Partners's AMRC Position: Q1 2024 in Review

Hartree Partners sold out of Ameresco (AMRC) in Q1 2024, closing a stake of 25,000 shares — an estimated $792K sold.

Hartree Partners first reported a position in AMRC in Q4 2023 and held it in 1 quarter. The position peaked at $792K in Q4 2023. 185 funds tracked by Wall St. Rank hold AMRC as of Q1 2024.

Hartree Partners reported no remaining Ameresco position as of Q1 2024 after selling out during the quarter.
Hartree Partners sold 25,000 Ameresco shares in Q1 2024, an estimated $792K.
Hartree Partners first reported a position in Ameresco in Q4 2023 and held it in 1 quarter.
Hartree Partners's Ameresco position peaked at $792K in Q4 2023.
185 funds tracked by Wall St. Rank held Ameresco as of Q1 2024.

Based on Hartree Partners's 13F filing for Q1 2024, filed 2 May 2024.