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James Hambro & Partners’s Ameresco AMRC Stock Holding History

James Hambro & 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
2022
Q1 		– Sell
-4,600
Closed -$375K – 69
2021
Q4 		$375K Sell
4,600
-6,425
-58% -$514K 0.03% 56
2021
Q3 		$791K Buy
+11,025
New +$726K 0.06% 42

Other funds holding AMRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
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
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

James Hambro & Partners's AMRC Position: Q1 2022 in Review

James Hambro & Partners sold out of Ameresco (AMRC) in Q1 2022, closing a stake of 4,600 shares — an estimated $375K sold.

James Hambro & Partners first reported a position in AMRC in Q3 2021 and held it in 2 quarters. The position peaked at $791K in Q3 2021. 211 funds tracked by Wall St. Rank hold AMRC as of Q1 2022.

  • James Hambro & Partners reported no remaining Ameresco position as of Q1 2022 after selling out during the quarter.
  • James Hambro & Partners sold 4,600 Ameresco shares in Q1 2022, an estimated $375K.
  • James Hambro & Partners first reported a position in Ameresco in Q3 2021 and held it in 2 quarters.
  • James Hambro & Partners's Ameresco position peaked at $791K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held Ameresco as of Q1 2022.

Based on James Hambro & Partners's 13F filing for Q1 2022, filed 5 May 2022.