Everence Capital Management’s Mechanics Bancorp MCHB Stock Holding History

Everence Capital Management’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 Q3	–	Sell	-11,670	Closed	-$61K	–	761
2023 Q2	$61K	Hold	11,670	–	–	0.01%	721
2023 Q1	$210	Buy	+11,670	New	+$293K	0.02%	664
2022 Q3	–	Sell	-5,810	Closed	-$201K	–	736
2022 Q2	$201K	Hold	5,810	–	–	0.02%	652
2022 Q1	$275K	Hold	5,810	–	–	0.02%	585
2021 Q4	$302K	Hold	5,810	–	–	0.02%	584
2021 Q3	$239K	Hold	5,810	–	–	0.02%	631
2021 Q2	$237K	Hold	5,810	–	–	0.02%	645
2021 Q1	$256K	Buy	+5,810	New	+$242K	0.02%	608

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Everence Capital Management's MCHB Position: Q3 2023 in Review

Everence Capital Management sold out of Mechanics Bancorp (MCHB) in Q3 2023, closing a stake of 11,670 shares — an estimated $61K sold.

Everence Capital Management first reported a position in MCHB in Q1 2021 and held it in 8 quarters. The position peaked at $302K in Q4 2021. 108 funds tracked by Wall St. Rank hold MCHB as of Q3 2023.

Everence Capital Management reported no remaining Mechanics Bancorp position as of Q3 2023 after selling out during the quarter.
Everence Capital Management sold 11,670 Mechanics Bancorp shares in Q3 2023, an estimated $61K.
Everence Capital Management first reported a position in Mechanics Bancorp in Q1 2021 and held it in 8 quarters.
Everence Capital Management's Mechanics Bancorp position peaked at $302K in Q4 2021.
108 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q3 2023.

Based on Everence Capital Management's 13F filing for Q3 2023, filed 16 Oct 2023.