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Sumitomo Life Insurance’s Ameresco AMRC Stock Holding History

Sumitomo Life Insurance’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
Q1 		– Sell
-6,666
Closed -$381K – 257
2022
Q4 		$381K Sell
6,666
-483
-7% -$29.4K 0.03% 249
2022
Q3 		$475K Sell
7,149
-347
-5% -$21.3K 0.02% 240
2022
Q2 		$342K Buy
7,496
+323
+5% +$18K 0.01% 261
2022
Q1 		$570K Sell
7,173
-324
-4% -$20.4K 0.01% 244
2021
Q4 		$611K Buy
+7,497
New +$600K 0.01% 246

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Sumitomo Life Insurance's AMRC Position: Q1 2023 in Review

Sumitomo Life Insurance sold out of Ameresco (AMRC) in Q1 2023, closing a stake of 6,666 shares — an estimated $381K sold.

Sumitomo Life Insurance first reported a position in AMRC in Q4 2021 and held it in 5 quarters. The position peaked at $611K in Q4 2021. 207 funds tracked by Wall St. Rank hold AMRC as of Q1 2023.

  • Sumitomo Life Insurance reported no remaining Ameresco position as of Q1 2023 after selling out during the quarter.
  • Sumitomo Life Insurance sold 6,666 Ameresco shares in Q1 2023, an estimated $381K.
  • Sumitomo Life Insurance first reported a position in Ameresco in Q4 2021 and held it in 5 quarters.
  • Sumitomo Life Insurance's Ameresco position peaked at $611K in Q4 2021.
  • 207 funds tracked by Wall St. Rank held Ameresco as of Q1 2023.

Based on Sumitomo Life Insurance's 13F filing for Q1 2023, filed 27 Apr 2023.