Smartleaf Asset Management’s Ameresco AMRC Stock Holding History

Smartleaf Asset Management’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	$8.03K	Buy	324 +61	+23%	+$1.83K	﹤0.01%	2432
2025 Q4	$7.74K	Buy	263 +207	+370%	+$7.27K	﹤0.01%	2499
2025 Q3	$1.91K	Buy	+56	New	+$1.28K	﹤0.01%	2629
2025 Q1	–	Sell	-195	Closed	-$4.48K	–	2865
2024 Q4	$4.48K	Buy	195 +96	+97%	+$2.77K	﹤0.01%	2288
2024 Q3	$3.82K	Buy	99 +79	+395%	+$2.44K	﹤0.01%	2240
2024 Q2	$614	Buy	+20	New	+$551	﹤0.01%	2510

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