CCP
MCHB

Carmel Capital Partners’s Mechanics Bancorp MCHB Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-29
Closed -$226 – 386
2023
Q3 		$226 Buy
+29
New +$257 ﹤0.01% 728

Other funds holding MCHB

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Hotchkis & Wiley Capital Management
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Carmel Capital Partners's MCHB Position: Q4 2023 in Review

Carmel Capital Partners sold out of Mechanics Bancorp (MCHB) in Q4 2023, closing a stake of 29 shares — an estimated $226 sold.

Carmel Capital Partners first reported a position in MCHB in Q3 2023 and held it in 1 quarter. The position peaked at $226 in Q3 2023. 113 funds tracked by Wall St. Rank hold MCHB as of Q4 2023.

  • Carmel Capital Partners reported no remaining Mechanics Bancorp position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 29 Mechanics Bancorp shares in Q4 2023, an estimated $226.
  • Carmel Capital Partners first reported a position in Mechanics Bancorp in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Mechanics Bancorp position peaked at $226 in Q3 2023.
  • 113 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.