Sumitomo Mitsui DS Asset Management’s Ameresco AMRC Stock Holding History

Sumitomo Mitsui DS 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
2023 Q1	–	Sell	-38,819	Closed	-$2.22M	–	780
2022 Q4	$2.22M	Hold	38,819	–	–	0.05%	329
2022 Q3	$2.58M	Hold	38,819	–	–	0.06%	278
2022 Q2	$1.77M	Hold	38,819	–	–	0.04%	348
2022 Q1	$3.09M	Buy	+38,819	New	+$2.45M	0.07%	254

Other funds holding AMRC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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 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 Mitsui DS Asset Management's AMRC Position: Q1 2023 in Review

Sumitomo Mitsui DS Asset Management sold out of Ameresco (AMRC) in Q1 2023, closing a stake of 38,819 shares — an estimated $2.22M sold.

Sumitomo Mitsui DS Asset Management first reported a position in AMRC in Q1 2022 and held it in 4 quarters. The position peaked at $3.09M in Q1 2022. 207 funds tracked by Wall St. Rank hold AMRC as of Q1 2023.

Sumitomo Mitsui DS Asset Management reported no remaining Ameresco position as of Q1 2023 after selling out during the quarter.
Sumitomo Mitsui DS Asset Management sold 38,819 Ameresco shares in Q1 2023, an estimated $2.22M.
Sumitomo Mitsui DS Asset Management first reported a position in Ameresco in Q1 2022 and held it in 4 quarters.
Sumitomo Mitsui DS Asset Management's Ameresco position peaked at $3.09M in Q1 2022.
207 funds tracked by Wall St. Rank held Ameresco as of Q1 2023.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2023, filed 2 May 2023.