New York Life Investment Management’s Ameresco AMRC Stock Holding History

New York Life Investment 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
2024 Q1	–	Sell	-7,044	Closed	-$223K	–	1339
2023 Q4	$223K	Sell	7,044 -189	-3%	-$5.7K	﹤0.01%	1281
2023 Q3	$279K	Sell	7,233 -1,140	-14%	-$55.1K	﹤0.01%	1196
2023 Q2	$407K	Sell	8,373 -1,924	-19%	-$86.7K	﹤0.01%	970
2023 Q1	$507K	Buy	10,297 +3,181	+45%	+$169K	0.01%	662
2022 Q4	$407K	Buy	7,116 +784	+12%	+$47.8K	﹤0.01%	1040
2022 Q3	$421K	Buy	6,332 +466	+8%	+$28.6K	0.01%	898
2022 Q2	$267K	Buy	+5,866	New	+$326K	﹤0.01%	1187

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 $9.33B AUM 56.1% 1-Year Est. Return

New York Life Investment Management's AMRC Position: Q1 2024 in Review

New York Life Investment Management sold out of Ameresco (AMRC) in Q1 2024, closing a stake of 7,044 shares — an estimated $223K sold.

New York Life Investment Management first reported a position in AMRC in Q2 2022 and held it in 7 quarters. The position peaked at $507K in Q1 2023. 185 funds tracked by Wall St. Rank hold AMRC as of Q1 2024.

New York Life Investment Management reported no remaining Ameresco position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 7,044 Ameresco shares in Q1 2024, an estimated $223K.
New York Life Investment Management first reported a position in Ameresco in Q2 2022 and held it in 7 quarters.
New York Life Investment Management's Ameresco position peaked at $507K in Q1 2023.
185 funds tracked by Wall St. Rank held Ameresco as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.