PMA
AMRC icon

Prudent Man Advisors’s Ameresco AMRC Stock Holding History

Prudent Man Advisors’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
Q3 		– Sell
-8,377
Closed -$241K – 184
2024
Q2 		$241K Buy
+8,377
New +$231K 0.09% 142
2022
Q2 		– Sell
-3,123
Closed -$248K – 160
2022
Q1 		$248K Sell
3,123
-239
-7% -$15.1K 0.1% 147
2021
Q4 		$274K Sell
3,362
-1,594
-32% -$127K 0.1% 143
2021
Q3 		$290K Sell
4,956
-23
-0.5% -$1.51K 0.11% 150
2021
Q2 		$312K Hold
4,979
– – 0.12% 138
2021
Q1 		$242K Buy
4,979
+3
+0.1% +$165 0.1% 167
2020
Q4 		$260K Sell
4,976
-1,336
-21% -$57.6K 0.11% 142
2020
Q3 		$211K Buy
+6,312
New +$191K 0.11% 146

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prudent Man Advisors's AMRC Position: Q3 2024 in Review

Prudent Man Advisors sold out of Ameresco (AMRC) in Q3 2024, closing a stake of 8,377 shares — an estimated $241K sold.

Prudent Man Advisors first reported a position in AMRC in Q3 2020 and held it in 8 quarters. The position peaked at $312K in Q2 2021. 185 funds tracked by Wall St. Rank hold AMRC as of Q3 2024.

  • Prudent Man Advisors reported no remaining Ameresco position as of Q3 2024 after selling out during the quarter.
  • Prudent Man Advisors sold 8,377 Ameresco shares in Q3 2024, an estimated $241K.
  • Prudent Man Advisors first reported a position in Ameresco in Q3 2020 and held it in 8 quarters.
  • Prudent Man Advisors's Ameresco position peaked at $312K in Q2 2021.
  • 185 funds tracked by Wall St. Rank held Ameresco as of Q3 2024.

Based on Prudent Man Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.