Emerald Advisers’s Mechanics Bancorp MCHB Stock Holding History

Emerald Advisers’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 Q2	–	Sell	-28,589	Closed	-$430K	–	258
2024 Q1	$430K	Buy	+28,589	New	+$393K	0.02%	191

Other funds holding MCHB

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

Emerald Advisers's MCHB Position: Q2 2024 in Review

Emerald Advisers sold out of Mechanics Bancorp (MCHB) in Q2 2024, closing a stake of 28,589 shares — an estimated $430K sold.

Emerald Advisers first reported a position in MCHB in Q1 2024 and held it in 1 quarter. The position peaked at $430K in Q1 2024. 102 funds tracked by Wall St. Rank hold MCHB as of Q2 2024.

Emerald Advisers reported no remaining Mechanics Bancorp position as of Q2 2024 after selling out during the quarter.
Emerald Advisers sold 28,589 Mechanics Bancorp shares in Q2 2024, an estimated $430K.
Emerald Advisers first reported a position in Mechanics Bancorp in Q1 2024 and held it in 1 quarter.
Emerald Advisers's Mechanics Bancorp position peaked at $430K in Q1 2024.
102 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2024.

Based on Emerald Advisers's 13F filing for Q2 2024, filed 6 Aug 2024.