Lido Advisors’s Mechanics Bancorp MCHB Stock Holding History

Lido 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 Q2	–	Sell	-7,162	Closed	-$339K	–	994
2022 Q1	$339K	Buy	+7,162	New	+$366K	﹤0.01%	761

Other funds holding MCHB

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's MCHB Position: Q2 2022 in Review

Lido Advisors sold out of Mechanics Bancorp (MCHB) in Q2 2022, closing a stake of 7,162 shares — an estimated $339K sold.

Lido Advisors first reported a position in MCHB in Q1 2022 and held it in 1 quarter. The position peaked at $339K in Q1 2022. 170 funds tracked by Wall St. Rank hold MCHB as of Q2 2022.

Lido Advisors reported no remaining Mechanics Bancorp position as of Q2 2022 after selling out during the quarter.
Lido Advisors sold 7,162 Mechanics Bancorp shares in Q2 2022, an estimated $339K.
Lido Advisors first reported a position in Mechanics Bancorp in Q1 2022 and held it in 1 quarter.
Lido Advisors's Mechanics Bancorp position peaked at $339K in Q1 2022.
170 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2022.

Based on Lido Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.