HIM
MCHB

Hillsdale Investment Management’s Mechanics Bancorp MCHB Stock Holding History

Hillsdale Investment Management’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
2021
Q3 		– Sell
-85,713
Closed -$3.49M – 599
2021
Q2 		$3.49M Hold
85,713
– – 0.28% 132
2021
Q1 		$3.78M Buy
+85,713
New +$3.57M 0.32% 111
2016
Q4 		– Sell
-20,300
Closed -$509K – 508
2016
Q3 		$509K Buy
+20,300
New +$478K 0.14% 122

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's MCHB Position: Q3 2021 in Review

Hillsdale Investment Management sold out of Mechanics Bancorp (MCHB) in Q3 2021, closing a stake of 85,713 shares — an estimated $3.49M sold.

Hillsdale Investment Management first reported a position in MCHB in Q3 2016 and held it in 3 quarters. The position peaked at $3.78M in Q1 2021. 162 funds tracked by Wall St. Rank hold MCHB as of Q3 2021.

  • Hillsdale Investment Management reported no remaining Mechanics Bancorp position as of Q3 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 85,713 Mechanics Bancorp shares in Q3 2021, an estimated $3.49M.
  • Hillsdale Investment Management first reported a position in Mechanics Bancorp in Q3 2016 and held it in 3 quarters.
  • Hillsdale Investment Management's Mechanics Bancorp position peaked at $3.78M in Q1 2021.
  • 162 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q3 2021.

Based on Hillsdale Investment Management's 13F filing for Q3 2021, filed 21 Oct 2021.