Meeder Asset Management’s Ameresco AMRC Stock Holding History

Meeder Asset Management’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
2023 Q4	–	Sell	-7,342	Closed	-$283K	–	466
2023 Q3	$283K	Buy	+7,342	New	+$355K	0.02%	225
2021 Q2	–	Sell	-7,916	Closed	-$385K	–	2498
2021 Q1	$385K	Buy	+7,916	New	+$436K	0.02%	560
2020 Q4	–	Sell	-3,381	Closed	-$112K	–	1858
2020 Q3	$112K	Buy	+3,381	New	+$102K	0.01%	754
2019 Q2	–	Sell	-4,205	Closed	-$68K	–	2023
2019 Q1	$68K	Buy	4,205 +2,408	+134%	+$37.8K	0.01%	795
2018 Q4	$25K	Buy	+1,797	New	+$25.3K	﹤0.01%	1001

Other funds holding AMRC

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

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Meeder Asset Management's AMRC Position: Q4 2023 in Review

Meeder Asset Management sold out of Ameresco (AMRC) in Q4 2023, closing a stake of 7,342 shares — an estimated $283K sold.

Meeder Asset Management first reported a position in AMRC in Q4 2018 and held it in 5 quarters. The position peaked at $385K in Q1 2021. 182 funds tracked by Wall St. Rank hold AMRC as of Q4 2023.

Meeder Asset Management reported no remaining Ameresco position as of Q4 2023 after selling out during the quarter.
Meeder Asset Management sold 7,342 Ameresco shares in Q4 2023, an estimated $283K.
Meeder Asset Management first reported a position in Ameresco in Q4 2018 and held it in 5 quarters.
Meeder Asset Management's Ameresco position peaked at $385K in Q1 2021.
182 funds tracked by Wall St. Rank held Ameresco as of Q4 2023.

Based on Meeder Asset Management's 13F filing for Q4 2023, filed 25 Jan 2024.