NYLIM
MCHB

New York Life Investment Management’s Mechanics Bancorp MCHB Stock Holding History

New York Life 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
2023
Q1 		– Sell
-11,971
Closed -$330K – 1281
2022
Q4 		$330K Buy
11,971
+1,348
+13% +$36.9K ﹤0.01% 1104
2022
Q3 		$306K Buy
10,623
+780
+8% +$27.5K ﹤0.01% 1097
2022
Q2 		$341K Buy
+9,843
New +$396K ﹤0.01% 1102

Other funds holding MCHB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

New York Life Investment Management's MCHB Position: Q1 2023 in Review

New York Life Investment Management sold out of Mechanics Bancorp (MCHB) in Q1 2023, closing a stake of 11,971 shares — an estimated $330K sold.

New York Life Investment Management first reported a position in MCHB in Q2 2022 and held it in 3 quarters. The position peaked at $341K in Q2 2022. 138 funds tracked by Wall St. Rank hold MCHB as of Q1 2023.

  • New York Life Investment Management reported no remaining Mechanics Bancorp position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 11,971 Mechanics Bancorp shares in Q1 2023, an estimated $330K.
  • New York Life Investment Management first reported a position in Mechanics Bancorp in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's Mechanics Bancorp position peaked at $341K in Q2 2022.
  • 138 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.