Connor, Clark & Lunn Investment Management (CC&L)
MCHB

Connor, Clark & Lunn Investment Management (CC&L)’s Mechanics Bancorp MCHB Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
2024
Q1 		– Sell
-74,925
Closed -$772K – 1601
2023
Q4 		$772K Buy
74,925
+13,506
+22% +$93.4K ﹤0.01% 935
2023
Q3 		$478K Buy
+61,419
New +$545K ﹤0.01% 1029
2017
Q1 		– Sell
-10,800
Closed -$341K – 957
2016
Q4 		$341K Buy
+10,800
New +$310K ﹤0.01% 688

Other funds holding MCHB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s MCHB Position: Q1 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Mechanics Bancorp (MCHB) in Q1 2024, closing a stake of 74,925 shares — an estimated $772K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in MCHB in Q4 2016 and held it in 3 quarters. The position peaked at $772K in Q4 2023. 97 funds tracked by Wall St. Rank hold MCHB as of Q1 2024.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Mechanics Bancorp position as of Q1 2024 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 74,925 Mechanics Bancorp shares in Q1 2024, an estimated $772K.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Mechanics Bancorp in Q4 2016 and held it in 3 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Mechanics Bancorp position peaked at $772K in Q4 2023.
  • 97 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q1 2024, filed 9 May 2024.