FMII
MCHB

Farmers & Merchants Investments Inc’s Mechanics Bancorp MCHB Stock Holding History

Farmers & Merchants Investments Inc’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
-13
Closed -$101 – 1766
2023
Q3 		$101 Hold
13
– – ﹤0.01% 1740
2023
Q2 		$77 Hold
13
– – ﹤0.01% 1755
2023
Q1 		$234 Hold
13
– – ﹤0.01% 1695
2022
Q4 		$359 Hold
13
– – ﹤0.01% 1670
2022
Q3 		$0 Buy
+13
New +$458 ﹤0.01% 1633

Other funds holding MCHB

FL
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BlackRock
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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 $55.1B AUM 45.38% 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

Farmers & Merchants Investments Inc's MCHB Position: Q4 2023 in Review

Farmers & Merchants Investments Inc sold out of Mechanics Bancorp (MCHB) in Q4 2023, closing a stake of 13 shares — an estimated $101 sold.

Farmers & Merchants Investments Inc first reported a position in MCHB in Q3 2022 and held it in 5 quarters. The position peaked at $359 in Q4 2022. 113 funds tracked by Wall St. Rank hold MCHB as of Q4 2023.

  • Farmers & Merchants Investments Inc reported no remaining Mechanics Bancorp position as of Q4 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 13 Mechanics Bancorp shares in Q4 2023, an estimated $101.
  • Farmers & Merchants Investments Inc first reported a position in Mechanics Bancorp in Q3 2022 and held it in 5 quarters.
  • Farmers & Merchants Investments Inc's Mechanics Bancorp position peaked at $359 in Q4 2022.
  • 113 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2023, filed 23 Jan 2024.