Principal Financial Group
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Principal Financial Group’s Ameresco AMRC Stock Holding History

Principal Financial 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
2023
Q1 		– Sell
-3,850
Closed -$220K – 2466
2022
Q4 		$220K Sell
3,850
-780
-17% -$47.5K ﹤0.01% 2171
2022
Q3 		$308K Sell
4,630
-307
-6% -$18.9K ﹤0.01% 2072
2022
Q2 		$225K Sell
4,937
-675
-12% -$37.5K ﹤0.01% 2265
2022
Q1 		$446K Buy
5,612
+355
+7% +$22.4K ﹤0.01% 2143
2021
Q4 		$428K Sell
5,257
-1,230
-19% -$98.4K ﹤0.01% 2163
2021
Q3 		$379K Buy
6,487
+1,547
+31% +$102K ﹤0.01% 2248
2021
Q2 		$310K Sell
4,940
-320
-6% -$17.2K ﹤0.01% 2345
2021
Q1 		$256K Sell
5,260
-1,057
-17% -$58.2K ﹤0.01% 2318
2020
Q4 		$330K Buy
+6,317
New +$272K ﹤0.01% 2213

Other funds holding AMRC

Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Principal Financial Group's AMRC Position: Q1 2023 in Review

Principal Financial Group sold out of Ameresco (AMRC) in Q1 2023, closing a stake of 3,850 shares — an estimated $220K sold.

Principal Financial Group first reported a position in AMRC in Q4 2020 and held it in 9 quarters. The position peaked at $446K in Q1 2022. 207 funds tracked by Wall St. Rank hold AMRC as of Q1 2023.

  • Principal Financial Group reported no remaining Ameresco position as of Q1 2023 after selling out during the quarter.
  • Principal Financial Group sold 3,850 Ameresco shares in Q1 2023, an estimated $220K.
  • Principal Financial Group first reported a position in Ameresco in Q4 2020 and held it in 9 quarters.
  • Principal Financial Group's Ameresco position peaked at $446K in Q1 2022.
  • 207 funds tracked by Wall St. Rank held Ameresco as of Q1 2023.

Based on Principal Financial Group's 13F filing for Q1 2023, filed 9 May 2023.