AA
MCHB

ALPS Advisors’s Mechanics Bancorp MCHB Stock Holding History

ALPS 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
Q3 		– Sell
-6,789
Closed -$235K – 1118
2022
Q2 		$235K Sell
6,789
-71
-1% -$2.86K ﹤0.01% 968
2022
Q1 		$325K Buy
+6,860
New +$350K ﹤0.01% 736
2021
Q3 		– Sell
-6,943
Closed -$283K – 963
2021
Q2 		$283K Hold
6,943
– – ﹤0.01% 864
2021
Q1 		$306K Sell
6,943
-2,666
-28% -$111K ﹤0.01% 812
2020
Q4 		$324K Sell
9,609
-292
-3% -$9.38K ﹤0.01% 656
2020
Q3 		$255K Buy
+9,901
New +$260K ﹤0.01% 747

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ALPS Advisors's MCHB Position: Q3 2022 in Review

ALPS Advisors sold out of Mechanics Bancorp (MCHB) in Q3 2022, closing a stake of 6,789 shares — an estimated $235K sold.

ALPS Advisors first reported a position in MCHB in Q3 2020 and held it in 6 quarters. The position peaked at $325K in Q1 2022. 162 funds tracked by Wall St. Rank hold MCHB as of Q3 2022.

  • ALPS Advisors reported no remaining Mechanics Bancorp position as of Q3 2022 after selling out during the quarter.
  • ALPS Advisors sold 6,789 Mechanics Bancorp shares in Q3 2022, an estimated $235K.
  • ALPS Advisors first reported a position in Mechanics Bancorp in Q3 2020 and held it in 6 quarters.
  • ALPS Advisors's Mechanics Bancorp position peaked at $325K in Q1 2022.
  • 162 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q3 2022.

Based on ALPS Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.