BAM
MCHB

Belpointe Asset Management’s Mechanics Bancorp MCHB Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-640
Closed -$11.5K – 1766
2023
Q1 		$11.5K Buy
+640
New +$16.1K ﹤0.01% 2642

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Belpointe Asset Management's MCHB Position: Q2 2023 in Review

Belpointe Asset Management sold out of Mechanics Bancorp (MCHB) in Q2 2023, closing a stake of 640 shares — an estimated $11.5K sold.

Belpointe Asset Management first reported a position in MCHB in Q1 2023 and held it in 1 quarter. The position peaked at $11.5K in Q1 2023. 112 funds tracked by Wall St. Rank hold MCHB as of Q2 2023.

  • Belpointe Asset Management reported no remaining Mechanics Bancorp position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 640 Mechanics Bancorp shares in Q2 2023, an estimated $11.5K.
  • Belpointe Asset Management first reported a position in Mechanics Bancorp in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Mechanics Bancorp position peaked at $11.5K in Q1 2023.
  • 112 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.