SignatureFD’s Ameresco AMRC Stock Holding History

SignatureFD’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	$6.02K	Hold	236	–	–	﹤0.01%	2716
2025 Q4	$6.91K	Hold	236	–	–	﹤0.01%	2573
2025 Q3	$7.92K	Hold	236	–	–	﹤0.01%	2492
2025 Q2	$3.58K	Buy	236 +41	+21%	+$537	﹤0.01%	2700
2025 Q1	$2.36K	Buy	195 +161	+474%	+$2.92K	﹤0.01%	2830
2024 Q4	$798	Sell	34 -251	-88%	-$7.25K	﹤0.01%	3069
2024 Q3	$10.8K	Buy	285 +206	+261%	+$6.37K	﹤0.01%	2306
2024 Q2	$2.28K	Sell	79 -60	-43%	-$1.65K	﹤0.01%	2729
2024 Q1	$3.35K	Buy	139 +129	+1,290%	+$2.89K	﹤0.01%	2664
2023 Q4	$317	Sell	10 -34	-77%	-$1.02K	﹤0.01%	3017
2023 Q3	$1.7K	Buy	44 +3	+7%	+$145	﹤0.01%	2817
2023 Q2	$1.99K	Buy	+41	New	+$1.85K	﹤0.01%	2808
2022 Q3	–	Sell	-7	Closed	–	–	3099
2022 Q2	$0	Buy	+7	New	+$389	﹤0.01%	3091
2022 Q1	–	Sell	-33	Closed	-$3K	–	3132
2021 Q4	$3K	Buy	33 +11	+50%	+$880	﹤0.01%	2545
2021 Q3	$1K	Buy	+22	New	+$1.45K	﹤0.01%	2764

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