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LGT Group Foundation’s Ameresco AMRC Stock Holding History

LGT Group Foundation’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
Q4 		– Sell
-186,881
Closed -$6.35M – 274
2024
Q3 		$6.35M Sell
186,881
-518,598
-74% -$16M 0.1% 121
2024
Q2 		$24M Buy
+705,479
New +$19.5M 0.38% 52

Other funds holding AMRC

Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LGT Group Foundation's AMRC Position: Q4 2024 in Review

LGT Group Foundation sold out of Ameresco (AMRC) in Q4 2024, closing a stake of 186,881 shares — an estimated $6.35M sold.

LGT Group Foundation first reported a position in AMRC in Q2 2024 and held it in 2 quarters. The position peaked at $24M in Q2 2024. 180 funds tracked by Wall St. Rank hold AMRC as of Q4 2024.

  • LGT Group Foundation reported no remaining Ameresco position as of Q4 2024 after selling out during the quarter.
  • LGT Group Foundation sold 186,881 Ameresco shares in Q4 2024, an estimated $6.35M.
  • LGT Group Foundation first reported a position in Ameresco in Q2 2024 and held it in 2 quarters.
  • LGT Group Foundation's Ameresco position peaked at $24M in Q2 2024.
  • 180 funds tracked by Wall St. Rank held Ameresco as of Q4 2024.

Based on LGT Group Foundation's 13F filing for Q4 2024, filed 6 Feb 2025.