ZB
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Zions Bancorporation’s Ameresco AMRC Stock Holding History

Zions Bancorporation’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
2024
Q4 		$1.52M Buy
64,884
+7,739
+14% +$224K 0.1% 180
2024
Q3 		$2.17M Buy
57,145
+8,835
+18% +$273K 0.16% 125
2024
Q2 		$1.39M Buy
48,310
+17,765
+58% +$490K 0.11% 143
2024
Q1 		$737K Buy
30,545
+1,648
+6% +$36.9K 0.05% 229
2023
Q4 		$915K Buy
28,897
+1,541
+6% +$46.5K 0.06% 218
2023
Q3 		$1.05M Buy
27,356
+2,129
+8% +$103K 0.09% 175
2023
Q2 		$1.23M Buy
25,227
+66
+0.3% +$2.97K 0.1% 157
2023
Q1 		$1.24M Buy
25,161
+2,575
+11% +$136K 0.11% 152
2022
Q4 		$1.29M Buy
22,586
+1,954
+9% +$119K 0.1% 133
2022
Q3 		$1.37M Sell
20,632
-51
-0.2% -$3.13K 0.14% 112
2022
Q2 		$942K Buy
20,683
+4,119
+25% +$229K 0.09% 157
2022
Q1 		$1.32M Buy
16,564
+4,537
+38% +$286K 0.12% 119
2021
Q4 		$979K Buy
12,027
+1,650
+16% +$132K 0.09% 140
2021
Q3 		$606K Buy
10,377
+1,123
+12% +$74K 0.06% 162
2021
Q2 		$580K Buy
9,254
+1,288
+16% +$69.3K 0.06% 157
2021
Q1 		$387K Sell
7,966
-25
-0.3% -$1.38K 0.04% 176
2020
Q4 		$417K Buy
7,991
+369
+5% +$15.9K 0.05% 149
2020
Q3 		$255K Buy
+7,622
New +$231K 0.04% 184

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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Zions Bancorporation's AMRC Position: Q4 2024 in Review

Zions Bancorporation increased its Ameresco (AMRC) stake by 14% in Q4 2024, buying an estimated $224K and bringing the position to 64,884 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #180.

Zions Bancorporation first reported a position in AMRC in Q3 2020 and has held it in 18 quarters since. The position peaked at $2.17M in Q3 2024. 180 funds tracked by Wall St. Rank hold AMRC as of Q4 2024.

  • Zions Bancorporation held 64,884 shares of Ameresco worth $1.52M as of Q4 2024.
  • Zions Bancorporation bought 7,739 Ameresco shares in Q4 2024, an estimated $224K.
  • Ameresco made up 0.1% of Zions Bancorporation's portfolio in Q4 2024, its #180 holding.
  • Zions Bancorporation first reported a position in Ameresco in Q3 2020 and has held it in 18 quarters since.
  • Zions Bancorporation's Ameresco position peaked at $2.17M in Q3 2024.
  • 180 funds tracked by Wall St. Rank held Ameresco as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.