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Unigestion Holding’s Ameresco AMRC Stock Holding History

Unigestion Holding’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 		– Sell
-8,883
Closed -$434K – 190
2023
Q2 		$434K Buy
8,883
+853
+11% +$38.4K 0.03% 189
2023
Q1 		$375K Buy
8,030
+698
+10% +$37K 0.02% 221
2022
Q4 		$423K Buy
+7,332
New +$447K 0.02% 210

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

Unigestion Holding's AMRC Position: Q3 2023 in Review

Unigestion Holding sold out of Ameresco (AMRC) in Q3 2023, closing a stake of 8,883 shares — an estimated $434K sold.

Unigestion Holding first reported a position in AMRC in Q4 2022 and held it in 3 quarters. The position peaked at $434K in Q2 2023. 193 funds tracked by Wall St. Rank hold AMRC as of Q3 2023.

  • Unigestion Holding reported no remaining Ameresco position as of Q3 2023 after selling out during the quarter.
  • Unigestion Holding sold 8,883 Ameresco shares in Q3 2023, an estimated $434K.
  • Unigestion Holding first reported a position in Ameresco in Q4 2022 and held it in 3 quarters.
  • Unigestion Holding's Ameresco position peaked at $434K in Q2 2023.
  • 193 funds tracked by Wall St. Rank held Ameresco as of Q3 2023.

Based on Unigestion Holding's 13F filing for Q3 2023, filed 31 Oct 2023.