FCH
MCHB

Freestone Capital Holdings’s Mechanics Bancorp MCHB Stock Holding History

Freestone Capital Holdings’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
-7,815
Closed -$216K – 387
2022
Q4 		$216K Sell
7,815
-1,000
-11% -$27.4K 0.01% 336
2022
Q3 		$254K Hold
8,815
– – 0.01% 317
2022
Q2 		$306K Sell
8,815
-400
-4% -$16.1K 0.01% 334
2022
Q1 		$437K Hold
9,215
– – 0.02% 380
2021
Q4 		$479K Buy
+9,215
New +$444K 0.02% 326
2021
Q1 		– Sell
-17,500
Closed -$591K – 691
2020
Q4 		$591K Buy
17,500
+1,500
+9% +$48.2K 0.03% 235
2020
Q3 		$412K Hold
16,000
– – 0.03% 243
2020
Q2 		$394 Buy
+16,000
New +$372K ﹤0.01% 251

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

Freestone Capital Holdings's MCHB Position: Q1 2023 in Review

Freestone Capital Holdings sold out of Mechanics Bancorp (MCHB) in Q1 2023, closing a stake of 7,815 shares — an estimated $216K sold.

Freestone Capital Holdings first reported a position in MCHB in Q2 2020 and held it in 8 quarters. The position peaked at $591K in Q4 2020. 138 funds tracked by Wall St. Rank hold MCHB as of Q1 2023.

  • Freestone Capital Holdings reported no remaining Mechanics Bancorp position as of Q1 2023 after selling out during the quarter.
  • Freestone Capital Holdings sold 7,815 Mechanics Bancorp shares in Q1 2023, an estimated $216K.
  • Freestone Capital Holdings first reported a position in Mechanics Bancorp in Q2 2020 and held it in 8 quarters.
  • Freestone Capital Holdings's Mechanics Bancorp position peaked at $591K in Q4 2020.
  • 138 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2023.

Based on Freestone Capital Holdings's 13F filing for Q1 2023, filed 12 May 2023.