AL
MCHB

AJO LP’s Mechanics Bancorp MCHB Stock Holding History

AJO LP’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
2020
Q4 		– Sell
-128,073
Closed -$3.3M – 436
2020
Q3 		$3.3M Buy
+128,073
New +$3.36M 0.03% 322
2019
Q4 		– Sell
-18,497
Closed -$505K – 617
2019
Q3 		$505K Hold
18,497
– – ﹤0.01% 491
2019
Q2 		$548K Buy
+18,497
New +$532K ﹤0.01% 526
2016
Q4 		– Sell
-45,653
Closed -$1.14M – 538
2016
Q3 		$1.14M Buy
+45,653
New +$1.07M ﹤0.01% 387
2015
Q3 		– Sell
-169,420
Closed -$3.87M – 532
2015
Q2 		$3.87M Buy
169,420
+37,560
+28% +$811K 0.02% 333
2015
Q1 		$2.42M Buy
+131,860
New +$2.33M 0.01% 351
2013
Q3 		– Sell
-279,000
Closed -$5.99M – 521
2013
Q2 		$5.99M Buy
+279,000
New +$6.15M 0.03% 283

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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AJO LP's MCHB Position: Q4 2020 in Review

AJO LP sold out of Mechanics Bancorp (MCHB) in Q4 2020, closing a stake of 128,073 shares — an estimated $3.3M sold.

AJO LP first reported a position in MCHB in Q2 2013 and held it in 7 quarters. The position peaked at $5.99M in Q2 2013. 150 funds tracked by Wall St. Rank hold MCHB as of Q4 2020.

  • AJO LP reported no remaining Mechanics Bancorp position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 128,073 Mechanics Bancorp shares in Q4 2020, an estimated $3.3M.
  • AJO LP first reported a position in Mechanics Bancorp in Q2 2013 and held it in 7 quarters.
  • AJO LP's Mechanics Bancorp position peaked at $5.99M in Q2 2013.
  • 150 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.