IA
MCHB

IndexIQ Advisors’s Mechanics Bancorp MCHB Stock Holding History

IndexIQ Advisors’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
Q1 		$392K Sell
8,276
-1,307
-14% -$66.7K 0.01% 810
2021
Q4 		$498K Sell
9,583
-619
-6% -$29.8K 0.02% 573
2021
Q3 		$420K Buy
10,202
+1,022
+11% +$39.9K 0.01% 764
2021
Q2 		$374K Buy
9,180
+265
+3% +$11.4K 0.01% 830
2021
Q1 		$393K Sell
8,915
-507
-5% -$21.1K 0.01% 880
2020
Q4 		$318K Buy
9,422
+973
+12% +$31.3K 0.01% 633
2020
Q3 		$218K Buy
8,449
+458
+6% +$12K 0.01% 570
2020
Q2 		$197K Sell
7,991
-595
-7% -$13.8K 0.01% 592
2020
Q1 		$191K Buy
+8,586
New +$249K 0.01% 400

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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IndexIQ Advisors's MCHB Position: Q1 2022 in Review

IndexIQ Advisors reduced its Mechanics Bancorp (MCHB) stake by 14% in Q1 2022, selling an estimated $66.7K and leaving 8,276 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #810.

IndexIQ Advisors first reported a position in MCHB in Q1 2020 and has held it in 9 quarters since. The position peaked at $498K in Q4 2021. 167 funds tracked by Wall St. Rank hold MCHB as of Q1 2022.

  • IndexIQ Advisors held 8,276 shares of Mechanics Bancorp worth $392K as of Q1 2022.
  • IndexIQ Advisors sold 1,307 Mechanics Bancorp shares in Q1 2022, an estimated $66.7K.
  • Mechanics Bancorp made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #810 holding.
  • IndexIQ Advisors first reported a position in Mechanics Bancorp in Q1 2020 and has held it in 9 quarters since.
  • IndexIQ Advisors's Mechanics Bancorp position peaked at $498K in Q4 2021.
  • 167 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.