Oliver Lagore Vanvalin Investment Group’s Ameresco AMRC Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$12.1K	Buy	+1,000	New	+$13.1K	﹤0.01%	403
2024 Q4	$23.5K	Hold	1,000	–	–	0.01%	340
2024 Q3	$37.9K	Hold	1,000	–	–	0.01%	272
2024 Q2	$28.8K	Hold	1,000	–	–	0.01%	297
2024 Q1	$24.1K	Hold	1,000	–	–	0.01%	326
2023 Q4	$31.7K	Sell	1,000 -1,000	-50%	-$30.1K	0.01%	260
2023 Q3	$77.1K	Hold	2,000	–	–	0.03%	193
2023 Q2	$97.3K	Hold	2,000	–	–	0.04%	177
2023 Q1	$98.4K	Hold	2,000	–	–	0.04%	128
2022 Q4	$114K	Hold	2,000	–	–	0.06%	113
2022 Q3	$133K	Hold	2,000	–	–	0.09%	104
2022 Q2	$91K	Hold	2,000	–	–	0.05%	137
2022 Q1	$160K	Buy	+2,000	New	+$126K	0.11%	106

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's AMRC Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Ameresco (AMRC) in Q2 2025: 1,000 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in AMRC as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in AMRC in Q1 2022 and has held it in 13 quarters since. The position peaked at $160K in Q1 2022. 164 funds tracked by Wall St. Rank hold AMRC as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,000 shares of Ameresco worth $12.1K as of Q2 2025.
Ameresco was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Ameresco made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #403 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Ameresco in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Ameresco position peaked at $160K in Q1 2022.
164 funds tracked by Wall St. Rank held Ameresco as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.