Lee Financial’s Ameresco AMRC Stock Holding History

Lee Financial’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	-15	Closed	-$1K	–	763
2021 Q4	$1K	Buy	+15	New	+$1.2K	﹤0.01%	812

Other funds holding AMRC

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

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

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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

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

Lee Financial's AMRC Position: Q1 2022 in Review

Lee Financial sold out of Ameresco (AMRC) in Q1 2022, closing a stake of 15 shares — an estimated $1K sold.

Lee Financial first reported a position in AMRC in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 211 funds tracked by Wall St. Rank hold AMRC as of Q1 2022.

Lee Financial reported no remaining Ameresco position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 15 Ameresco shares in Q1 2022, an estimated $1K.
Lee Financial first reported a position in Ameresco in Q4 2021 and held it in 1 quarter.
Lee Financial's Ameresco position peaked at $1K in Q4 2021.
211 funds tracked by Wall St. Rank held Ameresco as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.