Winton Group’s Ameresco AMRC Stock Holding History

Winton 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
2026 Q1	–	Sell	-8,371	Closed	-$245K	–	1099
2025 Q4	$245K	Buy	+8,371	New	+$294K	0.01%	786
2025 Q1	–	Sell	-26,004	Closed	-$611K	–	662
2024 Q4	$611K	Buy	26,004 +17,144	+193%	+$495K	0.04%	431
2024 Q3	$336K	Buy	+8,860	New	+$274K	0.02%	500
2022 Q2	–	Sell	-3,641	Closed	-$289K	–	937
2022 Q1	$289K	Buy	+3,641	New	+$230K	0.02%	826
2021 Q1	–	Sell	-6,943	Closed	-$363K	–	1367
2020 Q4	$363K	Sell	6,943 -22,224	-76%	-$958K	0.03%	953
2020 Q3	$974K	Buy	29,167 +390	+1%	+$11.8K	0.03%	840
2020 Q2	$799K	Buy	+28,777	New	+$580K	0.02%	1060
2019 Q4	–	Sell	-11,320	Closed	-$182K	–	1532
2019 Q3	$182K	Buy	+11,320	New	+$165K	﹤0.01%	1404

Other funds holding AMRC

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

DnB Asset Management

DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM