GRP
MCHB

Global Retirement Partners’s Mechanics Bancorp MCHB Stock Holding History

Global Retirement Partners’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
2022
Q4 		– Sell
-48
Closed -$1K – 3048
2022
Q3 		$1K Sell
48
-22
-31% -$774 ﹤0.01% 2472
2022
Q2 		$2K Buy
+70
New +$2.82K ﹤0.01% 2208

Other funds holding MCHB

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
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
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
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Global Retirement Partners's MCHB Position: Q4 2022 in Review

Global Retirement Partners sold out of Mechanics Bancorp (MCHB) in Q4 2022, closing a stake of 48 shares — an estimated $1K sold.

Global Retirement Partners first reported a position in MCHB in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 154 funds tracked by Wall St. Rank hold MCHB as of Q4 2022.

  • Global Retirement Partners reported no remaining Mechanics Bancorp position as of Q4 2022 after selling out during the quarter.
  • Global Retirement Partners sold 48 Mechanics Bancorp shares in Q4 2022, an estimated $1K.
  • Global Retirement Partners first reported a position in Mechanics Bancorp in Q2 2022 and held it in 2 quarters.
  • Global Retirement Partners's Mechanics Bancorp position peaked at $2K in Q2 2022.
  • 154 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q4 2022.

Based on Global Retirement Partners's 13F filing for Q4 2022, filed 13 Feb 2023.