Segall Bryant & Hamill’s Ameresco AMRC Stock Holding History

Segall Bryant & Hamill’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
2026 Q1	$3.09M	Buy	+121,144	New	+$3.63M	0.04%	362
2024 Q1	–	Sell	-157,899	Closed	-$5M	–	303
2023 Q4	$5M	Buy	157,899 +522	+0.3%	+$15.7K	0.1%	262
2023 Q3	$6.07M	Buy	157,377 +64,588	+70%	+$3.12M	0.07%	297
2023 Q2	$4.51M	Buy	92,789 +418	+0.5%	+$18.8K	0.05%	353
2023 Q1	$4.55M	Buy	92,371 +1,151	+1%	+$61K	0.05%	350
2022 Q4	$5.21M	Sell	91,220 -73,923	-45%	-$4.5M	0.06%	319
2022 Q3	$11M	Buy	165,143 +3,280	+2%	+$201K	0.13%	191
2022 Q2	$7.38M	Buy	161,863 +48,056	+42%	+$2.67M	0.08%	244
2022 Q1	$9.05M	Buy	113,807 +24,031	+27%	+$1.52M	0.09%	236
2021 Q4	$7.31M	Sell	89,776 -18,438	-17%	-$1.47M	0.07%	246
2021 Q3	$6.32M	Buy	108,214 +2,886	+3%	+$190K	0.06%	283
2021 Q2	$6.61M	Sell	105,328 -2,328	-2%	-$125K	0.06%	273
2021 Q1	$5.24M	Buy	107,656 +51,874	+93%	+$2.86M	0.05%	327
2020 Q4	$2.91M	Buy	+55,782	New	+$2.4M	0.03%	374

Other funds holding AMRC

Wellington Management Group

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

DnB Asset Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM