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Lindbrook Capital’s Ameresco AMRC Stock Holding History

Lindbrook Capital’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
2025
Q1 		$1.78K Sell
147
-98
-40% -$1.77K ﹤0.01% 2315
2024
Q4 		$5.75K Sell
245
-138
-36% -$3.99K ﹤0.01% 1921
2024
Q3 		$14.5K Sell
383
-179
-32% -$5.53K ﹤0.01% 1483
2024
Q2 		$16.2K Buy
562
+141
+33% +$3.89K ﹤0.01% 1362
2024
Q1 		$10.2K Buy
421
+395
+1,519% +$8.85K ﹤0.01% 1568
2023
Q4 		$823 Buy
26
+9
+53% +$271 ﹤0.01% 2508
2023
Q3 		$656 Buy
+17
New +$822 ﹤0.01% 2463
2023
Q1 		– Sell
-3
Closed -$171 – 2779
2022
Q4 		$171 Sell
3
-101
-97% -$6.15K ﹤0.01% 2749
2022
Q3 		$7K Buy
104
+79
+316% +$4.85K ﹤0.01% 1467
2022
Q2 		$1K Buy
+25
New +$1.39K ﹤0.01% 2135

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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's AMRC Position: Q1 2025 in Review

Lindbrook Capital reduced its Ameresco (AMRC) stake by 40% in Q1 2025, selling an estimated $1.77K and leaving 147 shares worth $1.78K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

Lindbrook Capital first reported a position in AMRC in Q2 2022 and has held it in 10 quarters since. The position peaked at $16.2K in Q2 2024. 179 funds tracked by Wall St. Rank hold AMRC as of Q1 2025.

  • Lindbrook Capital held 147 shares of Ameresco worth $1.78K as of Q1 2025.
  • Lindbrook Capital sold 98 Ameresco shares in Q1 2025, an estimated $1.77K.
  • Ameresco made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2315 holding.
  • Lindbrook Capital first reported a position in Ameresco in Q2 2022 and has held it in 10 quarters since.
  • Lindbrook Capital's Ameresco position peaked at $16.2K in Q2 2024.
  • 179 funds tracked by Wall St. Rank held Ameresco as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.