Lebenthal Global Advisors’s Ameresco AMRC Stock Holding History

Lebenthal Global 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
2021 Q1	–	Sell	-4,522	Closed	-$236K	–	152
2020 Q4	$236K	Buy	+4,522	New	+$195K	0.17%	85

Other funds holding AMRC

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lebenthal Global Advisors's AMRC Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Ameresco (AMRC) in Q1 2021, closing a stake of 4,522 shares — an estimated $236K sold.

Lebenthal Global Advisors first reported a position in AMRC in Q4 2020 and held it in 1 quarter. The position peaked at $236K in Q4 2020. 204 funds tracked by Wall St. Rank hold AMRC as of Q1 2021.

Lebenthal Global Advisors reported no remaining Ameresco position as of Q1 2021 after selling out during the quarter.
Lebenthal Global Advisors sold 4,522 Ameresco shares in Q1 2021, an estimated $236K.
Lebenthal Global Advisors first reported a position in Ameresco in Q4 2020 and held it in 1 quarter.
Lebenthal Global Advisors's Ameresco position peaked at $236K in Q4 2020.
204 funds tracked by Wall St. Rank held Ameresco as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.