Ensign Peak Advisors’s Mechanics Bancorp MCHB Stock Holding History

Ensign Peak Advisors’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	-18,738	Closed	-$146K	–	1749
2023 Q3	$146K	Hold	18,738	–	–	﹤0.01%	1735
2023 Q2	$111K	Hold	18,738	–	–	﹤0.01%	1747
2023 Q1	$337K	Buy	18,738 +2,900	+18%	+$72.8K	﹤0.01%	1706
2022 Q4	$437K	Buy	15,838 +5,950	+60%	+$163K	﹤0.01%	1649
2022 Q3	$285K	Hold	9,888	–	–	﹤0.01%	1736
2022 Q2	$343K	Hold	9,888	–	–	﹤0.01%	1623
2022 Q1	$468K	Hold	9,888	–	–	﹤0.01%	1575
2021 Q4	$514K	Sell	9,888 -26,930	-73%	-$1.3M	﹤0.01%	1622
2021 Q3	$1.51M	Hold	36,818	–	–	﹤0.01%	1263
2021 Q2	$1.5M	Hold	36,818	–	–	﹤0.01%	1273
2021 Q1	$1.62M	Hold	36,818	–	–	﹤0.01%	1210
2020 Q4	$1.24M	Sell	36,818 -2,500	-6%	-$80.3K	﹤0.01%	1305
2020 Q3	$1.01M	Hold	39,318	–	–	﹤0.01%	1308
2020 Q2	$968K	Hold	39,318	–	–	﹤0.01%	1286
2020 Q1	$874K	Hold	39,318	–	–	﹤0.01%	1217
2019 Q4	$1.34M	Buy	+39,318	New	+$1.22M	﹤0.01%	1222

Other funds holding MCHB

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Ensign Peak Advisors's MCHB Position: Q4 2023 in Review

Ensign Peak Advisors sold out of Mechanics Bancorp (MCHB) in Q4 2023, closing a stake of 18,738 shares — an estimated $146K sold.

Ensign Peak Advisors first reported a position in MCHB in Q4 2019 and held it in 16 quarters. The position peaked at $1.62M in Q1 2021. 113 funds tracked by Wall St. Rank hold MCHB as of Q4 2023.

Ensign Peak Advisors reported no remaining Mechanics Bancorp position as of Q4 2023 after selling out during the quarter.
Ensign Peak Advisors sold 18,738 Mechanics Bancorp shares in Q4 2023, an estimated $146K.
Ensign Peak Advisors first reported a position in Mechanics Bancorp in Q4 2019 and held it in 16 quarters.
Ensign Peak Advisors's Mechanics Bancorp position peaked at $1.62M in Q1 2021.
113 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2023.

Based on Ensign Peak Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.