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Steward Financial Group’s Ameresco AMRC Stock Holding History

Steward Financial Group’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
2023
Q3 		$320K Buy
+1,061
New +$51.3K 0.1% 55
2023
Q2 		– Sell
-8
Closed – – 449
2023
Q1 		$0 Buy
+8
New +$424 ﹤0.01% 711

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Financial Group's AMRC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Ameresco (AMRC) in Q3 2023: 1,061 shares worth $320K. The stake represents 0.1% of the portfolio and ranks #55 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AMRC as recently as Q1 2023.

Steward Financial Group first reported a position in AMRC in Q1 2023 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold AMRC as of Q3 2023.

  • Steward Financial Group held 1,061 shares of Ameresco worth $320K as of Q3 2023.
  • Ameresco was a new Steward Financial Group position in Q3 2023.
  • Ameresco made up 0.1% of Steward Financial Group's portfolio in Q3 2023, its #55 holding.
  • Steward Financial Group first reported a position in Ameresco in Q1 2023 and has held it in 2 quarters since.
  • 193 funds tracked by Wall St. Rank held Ameresco as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.