Gradient Investments’s Mechanics Bancorp MCHB Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-260	Closed	-$2.68K	–	1498
2023 Q4	$2.68K	Hold	260	–	–	﹤0.01%	1150
2023 Q3	$2.02K	Hold	260	–	–	﹤0.01%	1175
2023 Q2	$1.54K	Hold	260	–	–	﹤0.01%	1221
2023 Q1	$4.68K	Hold	260	–	–	﹤0.01%	965
2022 Q4	$7.17K	Hold	260	–	–	﹤0.01%	871
2022 Q3	$7K	Hold	260	–	–	﹤0.01%	880
2022 Q2	$9K	Hold	260	–	–	﹤0.01%	786
2022 Q1	$12K	Buy	260 +89	+52%	+$4.54K	﹤0.01%	738
2021 Q4	$9K	Hold	171	–	–	﹤0.01%	817
2021 Q3	$7K	Hold	171	–	–	﹤0.01%	832
2021 Q2	$7K	Hold	171	–	–	﹤0.01%	822
2021 Q1	$8K	Hold	171	–	–	﹤0.01%	806
2020 Q4	$4K	Hold	171	–	–	﹤0.01%	841
2020 Q3	$4K	Hold	171	–	–	﹤0.01%	847
2020 Q2	$4K	Hold	171	–	–	﹤0.01%	777
2020 Q1	$4K	Hold	171	–	–	﹤0.01%	808
2019 Q4	$6K	Hold	171	–	–	﹤0.01%	791
2019 Q3	$5K	Hold	171	–	–	﹤0.01%	795
2019 Q2	$5K	Buy	+171	New	+$4.92K	﹤0.01%	766

Other funds holding MCHB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PFMOSF

Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gradient Investments's MCHB Position: Q1 2024 in Review

Gradient Investments sold out of Mechanics Bancorp (MCHB) in Q1 2024, closing a stake of 260 shares — an estimated $2.68K sold.

Gradient Investments first reported a position in MCHB in Q2 2019 and held it in 19 quarters. The position peaked at $12K in Q1 2022. 97 funds tracked by Wall St. Rank hold MCHB as of Q1 2024.

Gradient Investments reported no remaining Mechanics Bancorp position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 260 Mechanics Bancorp shares in Q1 2024, an estimated $2.68K.
Gradient Investments first reported a position in Mechanics Bancorp in Q2 2019 and held it in 19 quarters.
Gradient Investments's Mechanics Bancorp position peaked at $12K in Q1 2022.
97 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.