SW Investment Management’s Ameresco AMRC Stock Holding History

SW Investment 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
2021 Q1	–	Sell	-708,877	Closed	-$37M	–	12
2020 Q4	$37M	Buy	+708,877	New	+$30.5M	22.66%	1

Other funds holding AMRC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SW Investment Management's AMRC Position: Q1 2021 in Review

SW Investment Management sold out of Ameresco (AMRC) in Q1 2021, closing a stake of 708,877 shares — an estimated $37M sold.

SW Investment Management first reported a position in AMRC in Q4 2020 and held it in 1 quarter. The position peaked at $37M in Q4 2020. 203 funds tracked by Wall St. Rank hold AMRC as of Q1 2021.

SW Investment Management reported no remaining Ameresco position as of Q1 2021 after selling out during the quarter.
SW Investment Management sold 708,877 Ameresco shares in Q1 2021, an estimated $37M.
SW Investment Management first reported a position in Ameresco in Q4 2020 and held it in 1 quarter.
SW Investment Management's Ameresco position peaked at $37M in Q4 2020.
203 funds tracked by Wall St. Rank held Ameresco as of Q1 2021.

Based on SW Investment Management's 13F filing for Q1 2021, filed 13 May 2021.