Monarch Partners Asset Management’s Ameresco AMRC Stock Holding History

Monarch Partners 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
2022 Q4	$2.43M	Sell	42,561 -5,053	-11%	-$308K	0.72%	60
2022 Q3	$3.17M	Buy	+47,614	New	+$2.92M	0.95%	33
2021 Q1	–	Sell	-104,019	Closed	-$5.43M	–	153
2020 Q4	$5.43M	Buy	104,019 +87,614	+534%	+$3.78M	0.95%	40
2020 Q3	$548K	Sell	16,405 -103,742	-86%	-$3.14M	0.12%	144
2020 Q2	$3.34M	Buy	120,147 +64,152	+115%	+$1.29M	0.81%	59
2020 Q1	$954K	Sell	55,995 -4,425	-7%	-$87.4K	0.33%	66
2019 Q4	$1.06M	Hold	60,420	–	–	0.24%	93
2019 Q3	$971K	Buy	60,420 +18,320	+44%	+$267K	0.15%	109
2019 Q2	$620K	Buy	+42,100	New	+$644K	0.09%	128

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Monarch Partners Asset Management's AMRC Position: Q4 2022 in Review

Monarch Partners Asset Management reduced its Ameresco (AMRC) stake by 11% in Q4 2022, selling an estimated $308K and leaving 42,561 shares worth $2.43M. The position accounts for 0.72% of the portfolio, ranked #60.

Monarch Partners Asset Management first reported a position in AMRC in Q2 2019 and has held it in 9 quarters since. The position peaked at $5.43M in Q4 2020. 215 funds tracked by Wall St. Rank hold AMRC as of Q4 2022.

Monarch Partners Asset Management held 42,561 shares of Ameresco worth $2.43M as of Q4 2022.
Monarch Partners Asset Management sold 5,053 Ameresco shares in Q4 2022, an estimated $308K.
Ameresco made up 0.72% of Monarch Partners Asset Management's portfolio in Q4 2022, its #60 holding.
Monarch Partners Asset Management first reported a position in Ameresco in Q2 2019 and has held it in 9 quarters since.
Monarch Partners Asset Management's Ameresco position peaked at $5.43M in Q4 2020.
215 funds tracked by Wall St. Rank held Ameresco as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.