BIM
MCHB

Bogle Investment Management’s Mechanics Bancorp MCHB Stock Holding History

Bogle 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
2020
Q2 		– Sell
-18,957
Closed -$421K – 361
2020
Q1 		$421K Buy
+18,957
New +$549K 0.04% 212
2017
Q1 		– Sell
-44,705
Closed -$1.41M – 335
2016
Q4 		$1.41M Buy
+44,705
New +$1.28M 0.1% 216
2015
Q3 		– Sell
-16,764
Closed -$382K – 387
2015
Q2 		$382K Buy
+16,764
New +$362K 0.03% 317

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bogle Investment Management's MCHB Position: Q2 2020 in Review

Bogle Investment Management sold out of Mechanics Bancorp (MCHB) in Q2 2020, closing a stake of 18,957 shares — an estimated $421K sold.

Bogle Investment Management first reported a position in MCHB in Q2 2015 and held it in 3 quarters. The position peaked at $1.41M in Q4 2016. 137 funds tracked by Wall St. Rank hold MCHB as of Q2 2020.

  • Bogle Investment Management reported no remaining Mechanics Bancorp position as of Q2 2020 after selling out during the quarter.
  • Bogle Investment Management sold 18,957 Mechanics Bancorp shares in Q2 2020, an estimated $421K.
  • Bogle Investment Management first reported a position in Mechanics Bancorp in Q2 2015 and held it in 3 quarters.
  • Bogle Investment Management's Mechanics Bancorp position peaked at $1.41M in Q4 2016.
  • 137 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2020.

Based on Bogle Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.