Franklin Resources
MCHB

Franklin Resources’s Mechanics Bancorp MCHB Stock Holding History

Franklin Resources’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
Q1 		– Sell
-7,913
Closed -$218K – 2351
2022
Q4 		$218K Buy
7,913
+51
+0.6% +$1.4K ﹤0.01% 1982
2022
Q3 		$227K Buy
7,862
+145
+2% +$5.1K ﹤0.01% 1956
2022
Q2 		$268K Sell
7,717
-3,651
-32% -$147K ﹤0.01% 1916
2022
Q1 		$538K Hold
11,368
– – ﹤0.01% 1799
2021
Q4 		$592K Sell
11,368
-61
-0.5% -$2.94K ﹤0.01% 1848
2021
Q3 		$470K Buy
+11,429
New +$447K ﹤0.01% 1902

Other funds holding MCHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources's MCHB Position: Q1 2023 in Review

Franklin Resources sold out of Mechanics Bancorp (MCHB) in Q1 2023, closing a stake of 7,913 shares — an estimated $218K sold.

Franklin Resources first reported a position in MCHB in Q3 2021 and held it in 6 quarters. The position peaked at $592K in Q4 2021. 138 funds tracked by Wall St. Rank hold MCHB as of Q1 2023.

  • Franklin Resources reported no remaining Mechanics Bancorp position as of Q1 2023 after selling out during the quarter.
  • Franklin Resources sold 7,913 Mechanics Bancorp shares in Q1 2023, an estimated $218K.
  • Franklin Resources first reported a position in Mechanics Bancorp in Q3 2021 and held it in 6 quarters.
  • Franklin Resources's Mechanics Bancorp position peaked at $592K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2023.

Based on Franklin Resources's 13F filing for Q1 2023, filed 12 May 2023.