CD
MCHB

Chapin Davis’s Mechanics Bancorp MCHB Stock Holding History

Chapin Davis’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
-92,033
Closed -$717K – 221
2023
Q3 		$717K Buy
+92,033
New +$817K 0.34% 75

Other funds holding MCHB

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
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

Chapin Davis's MCHB Position: Q4 2023 in Review

Chapin Davis sold out of Mechanics Bancorp (MCHB) in Q4 2023, closing a stake of 92,033 shares — an estimated $717K sold.

Chapin Davis first reported a position in MCHB in Q3 2023 and held it in 1 quarter. The position peaked at $717K in Q3 2023. 113 funds tracked by Wall St. Rank hold MCHB as of Q4 2023.

  • Chapin Davis reported no remaining Mechanics Bancorp position as of Q4 2023 after selling out during the quarter.
  • Chapin Davis sold 92,033 Mechanics Bancorp shares in Q4 2023, an estimated $717K.
  • Chapin Davis first reported a position in Mechanics Bancorp in Q3 2023 and held it in 1 quarter.
  • Chapin Davis's Mechanics Bancorp position peaked at $717K in Q3 2023.
  • 113 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2023.

Based on Chapin Davis's 13F filing for Q4 2023, filed 11 Jan 2024.