SIAG
MCHB

Safeguard Investment Advisory Group’s Mechanics Bancorp MCHB Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-445
Closed -$15K – 341
2020
Q4 		$15K Buy
+445
New +$14.3K 0.01% 349

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Safeguard Investment Advisory Group's MCHB Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Mechanics Bancorp (MCHB) in Q1 2021, closing a stake of 445 shares — an estimated $15K sold.

Safeguard Investment Advisory Group first reported a position in MCHB in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 157 funds tracked by Wall St. Rank hold MCHB as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Mechanics Bancorp position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 445 Mechanics Bancorp shares in Q1 2021, an estimated $15K.
  • Safeguard Investment Advisory Group first reported a position in Mechanics Bancorp in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Mechanics Bancorp position peaked at $15K in Q4 2020.
  • 157 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.