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Westwood Holdings Group’s Ameresco AMRC Stock Holding History

Westwood Holdings Group’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
-10,477
Closed -$509K – 455
2023
Q2 		$509K Buy
+10,477
New +$472K ﹤0.01% 394

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

Westwood Holdings Group's AMRC Position: Q3 2023 in Review

Westwood Holdings Group sold out of Ameresco (AMRC) in Q3 2023, closing a stake of 10,477 shares — an estimated $509K sold.

Westwood Holdings Group first reported a position in AMRC in Q2 2023 and held it in 1 quarter. The position peaked at $509K in Q2 2023. 193 funds tracked by Wall St. Rank hold AMRC as of Q3 2023.

  • Westwood Holdings Group reported no remaining Ameresco position as of Q3 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 10,477 Ameresco shares in Q3 2023, an estimated $509K.
  • Westwood Holdings Group first reported a position in Ameresco in Q2 2023 and held it in 1 quarter.
  • Westwood Holdings Group's Ameresco position peaked at $509K in Q2 2023.
  • 193 funds tracked by Wall St. Rank held Ameresco as of Q3 2023.

Based on Westwood Holdings Group's 13F filing for Q3 2023, filed 14 Nov 2023.