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Old Well Partners’s Ameresco AMRC Stock Holding History

Old Well Partners’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
2020
Q4 		– Sell
-39,152
Closed -$1.31M – 45
2020
Q3 		$1.31M Sell
39,152
-50,803
-56% -$1.54M 1.22% 19
2020
Q2 		$2.5M Sell
89,955
-8,600
-9% -$173K 1.98% 15
2020
Q1 		$1.68M Buy
98,555
+5,000
+5% +$98.7K 1.7% 16
2019
Q4 		$1.64M Buy
+93,555
New +$1.47M 1.32% 20

Other funds holding AMRC

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Old Well Partners's AMRC Position: Q4 2020 in Review

Old Well Partners sold out of Ameresco (AMRC) in Q4 2020, closing a stake of 39,152 shares — an estimated $1.31M sold.

Old Well Partners first reported a position in AMRC in Q4 2019 and held it in 4 quarters. The position peaked at $2.5M in Q2 2020. 199 funds tracked by Wall St. Rank hold AMRC as of Q4 2020.

  • Old Well Partners reported no remaining Ameresco position as of Q4 2020 after selling out during the quarter.
  • Old Well Partners sold 39,152 Ameresco shares in Q4 2020, an estimated $1.31M.
  • Old Well Partners first reported a position in Ameresco in Q4 2019 and held it in 4 quarters.
  • Old Well Partners's Ameresco position peaked at $2.5M in Q2 2020.
  • 199 funds tracked by Wall St. Rank held Ameresco as of Q4 2020.

Based on Old Well Partners's 13F filing for Q4 2020, filed 16 Feb 2021.