FIA
MCHB

FNY Investment Advisers’s Mechanics Bancorp MCHB Stock Holding History

FNY Investment 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
2023
Q4 		– Sell
-3,000
Closed -$23K – 564
2023
Q3 		$23K Buy
+3,000
New +$26.6K 0.01% 298
2018
Q3 		– Sell
-6,500
Closed -$175K – 1057
2018
Q2 		$175K Buy
+6,500
New +$179K 0.07% 171

Other funds holding MCHB

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $46.4B AUM 27.74% 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

FNY Investment Advisers's MCHB Position: Q4 2023 in Review

FNY Investment Advisers sold out of Mechanics Bancorp (MCHB) in Q4 2023, closing a stake of 3,000 shares — an estimated $23K sold.

FNY Investment Advisers first reported a position in MCHB in Q2 2018 and held it in 2 quarters. The position peaked at $175K in Q2 2018. 113 funds tracked by Wall St. Rank hold MCHB as of Q4 2023.

  • FNY Investment Advisers reported no remaining Mechanics Bancorp position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 3,000 Mechanics Bancorp shares in Q4 2023, an estimated $23K.
  • FNY Investment Advisers first reported a position in Mechanics Bancorp in Q2 2018 and held it in 2 quarters.
  • FNY Investment Advisers's Mechanics Bancorp position peaked at $175K in Q2 2018.
  • 113 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.