GC
MCHB

Globeflex Capital’s Mechanics Bancorp MCHB Stock Holding History

Globeflex Capital’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
-24,958
Closed -$688K – 491
2022
Q4 		$688K Hold
24,958
– – 0.09% 223
2022
Q3 		$719K Sell
24,958
-8,924
-26% -$314K 0.12% 209
2022
Q2 		$1.18M Hold
33,882
– – 0.29% 100
2022
Q1 		$1.6M Hold
33,882
– – 0.33% 74
2021
Q4 		$1.76M Hold
33,882
– – 0.36% 66
2021
Q3 		$1.39M Hold
33,882
– – 0.3% 89
2021
Q2 		$1.38M Hold
33,882
– – 0.25% 135
2021
Q1 		$1.49M Buy
33,882
+3,047
+10% +$127K 0.27% 114
2020
Q4 		$1.04M Buy
30,835
+1,697
+6% +$54.5K 0.22% 161
2020
Q3 		$751K Buy
29,138
+1,747
+6% +$45.9K 0.2% 182
2020
Q2 		$674K Buy
27,391
+2,980
+12% +$69.3K 0.17% 213
2020
Q1 		$543K Buy
+24,411
New +$707K 0.17% 214
2018
Q3 		– Sell
-5,600
Closed -$151K – 444
2018
Q2 		$151K Sell
5,600
-4,300
-43% -$119K 0.03% 398
2018
Q1 		$284K Buy
9,900
+4,670
+89% +$139K 0.06% 360
2017
Q4 		$151K Hold
5,230
– – 0.04% 326
2017
Q3 		$141K Sell
5,230
-11,350
-68% -$295K 0.04% 314
2017
Q2 		$459K Hold
16,580
– – 0.11% 253
2017
Q1 		$463K Buy
16,580
+3,520
+27% +$96.8K 0.11% 276
2016
Q4 		$413K Buy
+13,060
New +$374K 0.1% 283
2015
Q4 		– Sell
-15,510
Closed -$358K – 472
2015
Q3 		$358K Sell
15,510
-95,040
-86% -$2.15M 0.08% 318
2015
Q2 		$2.52M Buy
+110,550
New +$2.39M 0.46% 43

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

Globeflex Capital's MCHB Position: Q1 2023 in Review

Globeflex Capital sold out of Mechanics Bancorp (MCHB) in Q1 2023, closing a stake of 24,958 shares — an estimated $688K sold.

Globeflex Capital first reported a position in MCHB in Q2 2015 and held it in 21 quarters. The position peaked at $2.52M in Q2 2015. 138 funds tracked by Wall St. Rank hold MCHB as of Q1 2023.

  • Globeflex Capital reported no remaining Mechanics Bancorp position as of Q1 2023 after selling out during the quarter.
  • Globeflex Capital sold 24,958 Mechanics Bancorp shares in Q1 2023, an estimated $688K.
  • Globeflex Capital first reported a position in Mechanics Bancorp in Q2 2015 and held it in 21 quarters.
  • Globeflex Capital's Mechanics Bancorp position peaked at $2.52M in Q2 2015.
  • 138 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2023.

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