AIA
MCHB

Affinity Investment Advisors’s Mechanics Bancorp MCHB Stock Holding History

Affinity Investment Advisors’s Portfolio MCHB Stock Details MCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-21,416
Closed -$1.11M – 204
2021
Q4 		$1.11M Sell
21,416
-307
-1% -$14.8K 0.45% 72
2021
Q3 		$894K Sell
21,723
-164
-0.7% -$6.41K 0.4% 83
2021
Q2 		$892K Hold
21,887
– – 0.4% 91
2021
Q1 		$965K Buy
21,887
+65
+0.3% +$2.7K 0.35% 83
2020
Q4 		$736K Buy
+21,822
New +$701K 0.3% 95

Other funds holding MCHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Affinity Investment Advisors's MCHB Position: Q1 2022 in Review

Affinity Investment Advisors sold out of Mechanics Bancorp (MCHB) in Q1 2022, closing a stake of 21,416 shares — an estimated $1.11M sold.

Affinity Investment Advisors first reported a position in MCHB in Q4 2020 and held it in 5 quarters. The position peaked at $1.11M in Q4 2021. 167 funds tracked by Wall St. Rank hold MCHB as of Q1 2022.

  • Affinity Investment Advisors reported no remaining Mechanics Bancorp position as of Q1 2022 after selling out during the quarter.
  • Affinity Investment Advisors sold 21,416 Mechanics Bancorp shares in Q1 2022, an estimated $1.11M.
  • Affinity Investment Advisors first reported a position in Mechanics Bancorp in Q4 2020 and held it in 5 quarters.
  • Affinity Investment Advisors's Mechanics Bancorp position peaked at $1.11M in Q4 2021.
  • 167 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2022.

Based on Affinity Investment Advisors's 13F filing for Q1 2022, filed 5 May 2022.