Beese Fulmer Investment Management’s Mechanics Bancorp MCHB Stock Holding History

Beese Fulmer Investment Management’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
2019 Q4	–	Sell	-9,300	Closed	-$254K	–	208
2019 Q3	$254K	Hold	9,300	–	–	0.04%	173
2019 Q2	$276K	Hold	9,300	–	–	0.05%	145
2019 Q1	$245K	Buy	+9,300	New	+$241K	0.05%	148
2018 Q4	–	Sell	-9,300	Closed	-$246K	–	181
2018 Q3	$246K	Hold	9,300	–	–	0.05%	157
2018 Q2	$251K	Buy	+9,300	New	+$257K	0.05%	155

Other funds holding MCHB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

Beese Fulmer Investment Management's MCHB Position: Q4 2019 in Review

Beese Fulmer Investment Management sold out of Mechanics Bancorp (MCHB) in Q4 2019, closing a stake of 9,300 shares — an estimated $254K sold.

Beese Fulmer Investment Management first reported a position in MCHB in Q2 2018 and held it in 5 quarters. The position peaked at $276K in Q2 2019. 145 funds tracked by Wall St. Rank hold MCHB as of Q4 2019.

Beese Fulmer Investment Management reported no remaining Mechanics Bancorp position as of Q4 2019 after selling out during the quarter.
Beese Fulmer Investment Management sold 9,300 Mechanics Bancorp shares in Q4 2019, an estimated $254K.
Beese Fulmer Investment Management first reported a position in Mechanics Bancorp in Q2 2018 and held it in 5 quarters.
Beese Fulmer Investment Management's Mechanics Bancorp position peaked at $276K in Q2 2019.
145 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2019.

Based on Beese Fulmer Investment Management's 13F filing for Q4 2019, filed 5 Feb 2020.