Principal Financial Group
MCHB

Principal Financial Group’s Mechanics Bancorp MCHB Stock Holding History

Principal Financial Group’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
Q2 		– Sell
-107,608
Closed -$1.94M – 2452
2023
Q1 		$1.94M Sell
107,608
-1,150
-1% -$28.9K ﹤0.01% 1771
2022
Q4 		$3M Sell
108,758
-892
-0.8% -$24.4K ﹤0.01% 1688
2022
Q3 		$3.16M Sell
109,650
-5,984
-5% -$211K ﹤0.01% 1634
2022
Q2 		$4.01M Sell
115,634
-17,195
-13% -$692K ﹤0.01% 1628
2022
Q1 		$6.29M Sell
132,829
-3,545
-3% -$181K ﹤0.01% 1578
2021
Q4 		$7.09M Sell
136,374
-5,675
-4% -$273K ﹤0.01% 1543
2021
Q3 		$5.84M Sell
142,049
-5,884
-4% -$230K ﹤0.01% 1626
2021
Q2 		$6.03M Sell
147,933
-1,818
-1% -$78.4K ﹤0.01% 1654
2021
Q1 		$6.6M Sell
149,751
-132
-0.1% -$5.49K ﹤0.01% 1566
2020
Q4 		$5.06M Sell
149,883
-13,391
-8% -$430K ﹤0.01% 1554
2020
Q3 		$4.21M Sell
163,274
-11,718
-7% -$308K ﹤0.01% 1522
2020
Q2 		$4.31M Sell
174,992
-10,452
-6% -$243K ﹤0.01% 1486
2020
Q1 		$4.12M Sell
185,444
-7,415
-4% -$215K ﹤0.01% 1361
2019
Q4 		$6.56M Buy
192,859
+431
+0.2% +$13.3K 0.01% 1443
2019
Q3 		$5.26M Sell
192,428
-23,861
-11% -$662K ﹤0.01% 1498
2019
Q2 		$6.41M Sell
216,289
-638
-0.3% -$18.3K 0.01% 1440
2019
Q1 		$5.72M Sell
216,927
-2,210
-1% -$57.4K 0.01% 1498
2018
Q4 		$4.65M Buy
219,137
+1,242
+0.6% +$31.4K 0.01% 1529
2018
Q3 		$5.77M Buy
217,895
+7,728
+4% +$223K 0.01% 1556
2018
Q2 		$5.66M Buy
210,167
+4,043
+2% +$112K 0.01% 1557
2018
Q1 		$5.91M Buy
206,124
+4,952
+2% +$147K 0.01% 1504
2017
Q4 		$5.82M Sell
201,172
-1,569
-0.8% -$45.5K 0.01% 1518
2017
Q3 		$5.47M Sell
202,741
-3,636
-2% -$94.6K 0.01% 1534
2017
Q2 		$5.71M Buy
206,377
+14,899
+8% +$406K 0.01% 1500
2017
Q1 		$5.35M Buy
191,478
+13,875
+8% +$381K 0.01% 1505
2016
Q4 		$5.61M Buy
+177,603
New +$5.09M 0.01% 1475

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Principal Financial Group's MCHB Position: Q2 2023 in Review

Principal Financial Group sold out of Mechanics Bancorp (MCHB) in Q2 2023, closing a stake of 107,608 shares — an estimated $1.94M sold.

Principal Financial Group first reported a position in MCHB in Q4 2016 and held it in 26 quarters. The position peaked at $7.09M in Q4 2021. 112 funds tracked by Wall St. Rank hold MCHB as of Q2 2023.

  • Principal Financial Group reported no remaining Mechanics Bancorp position as of Q2 2023 after selling out during the quarter.
  • Principal Financial Group sold 107,608 Mechanics Bancorp shares in Q2 2023, an estimated $1.94M.
  • Principal Financial Group first reported a position in Mechanics Bancorp in Q4 2016 and held it in 26 quarters.
  • Principal Financial Group's Mechanics Bancorp position peaked at $7.09M in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2023.

Based on Principal Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.