Migdal Insurance & Financial Holdings’s Ameresco AMRC Stock Holding History

Migdal Insurance & Financial Holdings’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 Q1	–	Sell	-1,165	Closed	-$38K	–	387
2023 Q4	$38K	Hold	1,165	–	–	﹤0.01%	353
2023 Q3	$45K	Sell	1,165 -426	-27%	-$20.6K	﹤0.01%	326
2023 Q2	$78K	Buy	+1,591	New	+$71.7K	﹤0.01%	297
2023 Q1	–	Sell	-1,821	Closed	-$105K	–	513
2022 Q4	$105K	Buy	+1,821	New	+$111K	﹤0.01%	257
2021 Q3	–	Sell	-1,695	Closed	-$111K	–	666
2021 Q2	$111K	Sell	1,695 -1,401	-45%	-$75.4K	﹤0.01%	380
2021 Q1	$151K	Buy	3,096 +1,923	+164%	+$106K	﹤0.01%	399
2020 Q4	$61K	Sell	1,173 -4,640	-80%	-$200K	﹤0.01%	487
2020 Q3	$195K	Buy	+5,813	New	+$176K	﹤0.01%	439

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Migdal Insurance & Financial Holdings's AMRC Position: Q1 2024 in Review

Migdal Insurance & Financial Holdings sold out of Ameresco (AMRC) in Q1 2024, closing a stake of 1,165 shares — an estimated $38K sold.

Migdal Insurance & Financial Holdings first reported a position in AMRC in Q3 2020 and held it in 8 quarters. The position peaked at $195K in Q3 2020. 185 funds tracked by Wall St. Rank hold AMRC as of Q1 2024.

Migdal Insurance & Financial Holdings reported no remaining Ameresco position as of Q1 2024 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 1,165 Ameresco shares in Q1 2024, an estimated $38K.
Migdal Insurance & Financial Holdings first reported a position in Ameresco in Q3 2020 and held it in 8 quarters.
Migdal Insurance & Financial Holdings's Ameresco position peaked at $195K in Q3 2020.
185 funds tracked by Wall St. Rank held Ameresco as of Q1 2024.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2024, filed 1 May 2024.