R Squared’s Ameresco AMRC Stock Holding History

R Squared’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 Q1	–	Sell	-730	Closed	-$17.1K	–	350
2024 Q4	$17.1K	Buy	+730	New	+$21.1K	0.02%	953

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

R Squared's AMRC Position: Q1 2025 in Review

R Squared sold out of Ameresco (AMRC) in Q1 2025, closing a stake of 730 shares — an estimated $17.1K sold.

R Squared first reported a position in AMRC in Q4 2024 and held it in 1 quarter. The position peaked at $17.1K in Q4 2024. 179 funds tracked by Wall St. Rank hold AMRC as of Q1 2025.

R Squared reported no remaining Ameresco position as of Q1 2025 after selling out during the quarter.
R Squared sold 730 Ameresco shares in Q1 2025, an estimated $17.1K.
R Squared first reported a position in Ameresco in Q4 2024 and held it in 1 quarter.
R Squared's Ameresco position peaked at $17.1K in Q4 2024.
179 funds tracked by Wall St. Rank held Ameresco as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.