BCM
MCHB

BHZ Capital Management’s Mechanics Bancorp MCHB Stock Holding History

BHZ Capital 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
2020
Q1 		– Sell
-238,298
Closed -$8.1M – 147
2019
Q4 		$8.1M Sell
238,298
-136,133
-36% -$4.21M 1.9% 9
2019
Q3 		$10.2M Hold
374,431
– – 2.48% 8
2019
Q2 		$11.1M Sell
374,431
-12,578
-3% -$362K 2.66% 8
2019
Q1 		$10.2M Sell
387,009
-6,600
-2% -$171K 2.55% 8
2018
Q4 		$8.36M Sell
393,609
-15,414
-4% -$390K 2.2% 12
2018
Q3 		$10.8M Buy
409,023
+20,079
+5% +$579K 2.71% 7
2018
Q2 		$10.5M Buy
388,944
+83,638
+27% +$2.31M 3% 6
2018
Q1 		$8.75M Buy
305,306
+109,571
+56% +$3.26M 2.88% 9
2017
Q4 		$5.67M Buy
195,735
+859
+0.4% +$24.9K 2.03% 15
2017
Q3 		$5.26M Buy
194,876
+26,209
+16% +$682K 1.72% 19
2017
Q2 		$4.67M Buy
168,667
+33,310
+25% +$907K 1.56% 19
2017
Q1 		$3.78M Sell
135,357
-3,144
-2% -$86.4K 1.46% 22
2016
Q4 		$4.38M Hold
138,501
– – 1.81% 15
2016
Q3 		$3.47M Hold
138,501
– – 2.26% 10
2016
Q2 		$2.76M Sell
138,501
-2,151
-2% -$44.8K 2% 13
2016
Q1 		$2.93M Buy
+140,652
New +$2.81M 1.98% 14

Other funds holding MCHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 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

BHZ Capital Management's MCHB Position: Q1 2020 in Review

BHZ Capital Management sold out of Mechanics Bancorp (MCHB) in Q1 2020, closing a stake of 238,298 shares — an estimated $8.1M sold.

BHZ Capital Management first reported a position in MCHB in Q1 2016 and held it in 16 quarters. The position peaked at $11.1M in Q2 2019. 140 funds tracked by Wall St. Rank hold MCHB as of Q1 2020.

  • BHZ Capital Management reported no remaining Mechanics Bancorp position as of Q1 2020 after selling out during the quarter.
  • BHZ Capital Management sold 238,298 Mechanics Bancorp shares in Q1 2020, an estimated $8.1M.
  • BHZ Capital Management first reported a position in Mechanics Bancorp in Q1 2016 and held it in 16 quarters.
  • BHZ Capital Management's Mechanics Bancorp position peaked at $11.1M in Q2 2019.
  • 140 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2020.

Based on BHZ Capital Management's 13F filing for Q1 2020, filed 6 May 2020.