AG
MCHB

Aperio Group’s Mechanics Bancorp MCHB Stock Holding History

Aperio Group’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 		$294K Buy
8,708
+14
+0.2% +$450 ﹤0.01% 2190
2020
Q3 		$224K Sell
8,694
-2,435
-22% -$64K ﹤0.01% 2189
2020
Q2 		$274K Sell
11,129
-1,138
-9% -$26.5K ﹤0.01% 2066
2020
Q1 		$273K Buy
12,267
+5,577
+83% +$161K ﹤0.01% 1964
2019
Q4 		$227K Buy
+6,690
New +$207K ﹤0.01% 2161
2019
Q3 		– Sell
-8,863
Closed -$263K – 2509
2019
Q2 		$263K Buy
+8,863
New +$255K ﹤0.01% 2073
2018
Q4 		– Sell
-9,742
Closed -$258K – 2313
2018
Q3 		$258K Sell
9,742
-266
-3% -$7.66K ﹤0.01% 2086
2018
Q2 		$270K Buy
10,008
+73
+0.7% +$2.01K ﹤0.01% 2042
2018
Q1 		$285K Buy
9,935
+1,481
+18% +$44K ﹤0.01% 1977
2017
Q4 		$245K Buy
8,454
+209
+3% +$6.06K ﹤0.01% 2058
2017
Q3 		$223K Sell
8,245
-1,259
-13% -$32.8K ﹤0.01% 2075
2017
Q2 		$263K Sell
9,504
-975
-9% -$26.5K ﹤0.01% 1957
2017
Q1 		$293K Buy
+10,479
New +$288K ﹤0.01% 1835

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

Aperio Group's MCHB Position: Q4 2020 in Review

Aperio Group increased its Mechanics Bancorp (MCHB) stake by 0.16% in Q4 2020, buying an estimated $450 and bringing the position to 8,708 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #2190.

Aperio Group first reported a position in MCHB in Q1 2017 and has held it in 13 quarters since. 150 funds tracked by Wall St. Rank hold MCHB as of Q4 2020.

  • Aperio Group held 8,708 shares of Mechanics Bancorp worth $294K as of Q4 2020.
  • Aperio Group bought 14 Mechanics Bancorp shares in Q4 2020, an estimated $450.
  • Mechanics Bancorp made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2190 holding.
  • Aperio Group first reported a position in Mechanics Bancorp in Q1 2017 and has held it in 13 quarters since.
  • 150 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2020.

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