UBS Group’s Ameresco AMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.7M | Buy |
418,130
+20,744
| +5% | +$622K | ﹤0.01% | 3254 |
|
|
2025
Q4 | $11.6M | Sell |
397,386
-51,667
| -12% | -$1.81M | ﹤0.01% | 3140 |
|
|
2025
Q3 | $15.1M | Buy |
449,053
+155,614
| +53% | +$3.56M | ﹤0.01% | 2878 |
|
|
2025
Q2 | $4.46M | Buy |
293,439
+94,691
| +48% | +$1.24M | ﹤0.01% | 4002 |
|
|
2025
Q1 | $2.4M | Sell |
198,748
-146,384
| -42% | -$2.65M | ﹤0.01% | 4554 |
|
|
2024
Q4 | $8.1M | Buy |
345,132
+287,358
| +497% | +$8.3M | ﹤0.01% | 3294 |
|
|
2024
Q3 | $2.19M | Buy |
57,774
+5,961
| +12% | +$184K | ﹤0.01% | 3895 |
|
|
2024
Q2 | $1.49M | Buy |
51,813
+6,363
| +14% | +$175K | ﹤0.01% | 4049 |
|
|
2024
Q1 | $1.1M | Buy |
45,450
+2,157
| +5% | +$48.3K | ﹤0.01% | 4530 |
|
|
2023
Q4 | $1.37M | Buy |
43,293
+28,249
| +188% | +$852K | ﹤0.01% | 4207 |
|
|
2023
Q3 | $580K | Buy |
15,044
+10,271
| +215% | +$496K | ﹤0.01% | 4544 |
|
|
2023
Q2 | $232K | Sell |
4,773
-1,594
| -25% | -$71.8K | ﹤0.01% | 5382 |
|
|
2023
Q1 | $313K | Buy |
6,367
+509
| +9% | +$27K | ﹤0.01% | 5049 |
|
|
2022
Q4 | $335K | Sell |
5,858
-4,348
| -43% | -$265K | ﹤0.01% | 5030 |
|
|
2022
Q3 | $678K | Buy |
10,206
+1,370
| +16% | +$84.1K | ﹤0.01% | 4075 |
|
|
2022
Q2 | $402K | Sell |
8,836
-7,577
| -46% | -$421K | ﹤0.01% | 4411 |
|
|
2022
Q1 | $1.3M | Sell |
16,413
-19,667
| -55% | -$1.24M | ﹤0.01% | 3843 |
|
|
2021
Q4 | $2.94M | Buy |
36,080
+23,245
| +181% | +$1.86M | ﹤0.01% | 3373 |
|
|
2021
Q3 | $750K | Buy |
12,835
+4,068
| +46% | +$268K | ﹤0.01% | 4425 |
|
|
2021
Q2 | $550K | Sell |
8,767
-33,401
| -79% | -$1.8M | ﹤0.01% | 4649 |
|
|
2021
Q1 | $2.05M | Buy |
42,168
+28,492
| +208% | +$1.57M | ﹤0.01% | 3545 |
|
|
2020
Q4 | $714K | Buy |
13,676
+5,684
| +71% | +$245K | ﹤0.01% | 4292 |
|
|
2020
Q3 | $267K | Sell |
7,992
-9,900
| -55% | -$300K | ﹤0.01% | 4619 |
|
|
2020
Q2 | $497K | Sell |
17,892
-4,062
| -19% | -$81.9K | ﹤0.01% | 4139 |
|
|
2020
Q1 | $374K | Sell |
21,954
-16,211
| -42% | -$320K | ﹤0.01% | 4217 |
|
|
2019
Q4 | $667K | Buy |
38,165
+8,735
| +30% | +$137K | ﹤0.01% | 4574 |
|
|
2019
Q3 | $473K | Buy |
29,430
+13,931
| +90% | +$203K | ﹤0.01% | 4616 |
|
|
2019
Q2 | $228K | Buy |
15,499
+4,277
| +38% | +$65.5K | ﹤0.01% | 4842 |
|
|
2019
Q1 | $182K | Sell |
11,222
-9,952
| -47% | -$156K | ﹤0.01% | 4656 |
|
|
2018
Q4 | $299K | Sell |
21,174
-220
| -1% | -$3.1K | ﹤0.01% | 4629 |
|
|
2018
Q3 | $292K | Buy |
21,394
+8,419
| +65% | +$115K | ﹤0.01% | 4775 |
|
|
2018
Q2 | $156K | Buy |
12,975
+3,421
| +36% | +$40.8K | ﹤0.01% | 5120 |
|
|
2018
Q1 | $124K | Buy |
9,554
+928
| +11% | +$8.75K | ﹤0.01% | 5090 |
|
|
2017
Q4 | $74K | Buy |
8,626
+6,531
| +312% | +$54.2K | ﹤0.01% | 5565 |
|
|
2017
Q3 | $16K | Buy |
2,095
+680
| +48% | +$4.82K | ﹤0.01% | 6591 |
|
|
2017
Q2 | $11K | Sell |
1,415
-584
| -29% | -$3.92K | ﹤0.01% | 6698 |
|
|
2017
Q1 | $13K | Sell |
1,999
-1,471
| -42% | -$8.06K | ﹤0.01% | 6437 |
|
|
2016
Q4 | $19K | Sell |
3,470
-1,337
| -28% | -$7.44K | ﹤0.01% | 6538 |
|
|
2016
Q3 | $25K | Sell |
4,807
-1,734
| -27% | -$8.59K | ﹤0.01% | 6087 |
|
|
2016
Q2 | $29K | Buy |
+6,541
| New | +$29.7K | ﹤0.01% | 5955 |
|
|
2015
Q4 | – | Sell |
-4,565
| Closed | -$27K | – | 8313 |
|
|
2015
Q3 | $27K | Buy |
4,565
+2,565
| +128% | +$16.3K | ﹤0.01% | 6396 |
|
|
2015
Q2 | $15K | Sell |
2,000
-22,063
| -92% | -$159K | ﹤0.01% | 7127 |
|
|
2015
Q1 | $178K | Sell |
24,063
-7,244
| -23% | -$47.8K | ﹤0.01% | 4977 |
|
|
2014
Q4 | $219K | Buy |
+31,307
| New | +$237K | ﹤0.01% | 4961 |
|
Other funds holding AMRC
VCM
RA
VPM