SummerHaven Investment Management’s Mechanics Bancorp MCHB Stock Holding History

SummerHaven 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 Q3	–	Sell	-13,599	Closed	-$80.5K	–	230
2023 Q2	$80.5K	Sell	13,599 -9,452	-41%	-$88.8K	0.05%	195
2023 Q1	$415K	Buy	23,051 +823	+4%	+$20.7K	0.24%	191
2022 Q4	$613K	Buy	22,228 +420	+2%	+$11.5K	0.37%	174
2022 Q3	$628K	Sell	21,808 -668	-3%	-$23.5K	0.43%	160
2022 Q2	$779K	Hold	22,476	–	–	0.53%	92
2022 Q1	$1.06M	Buy	22,476 +987	+5%	+$50.4K	0.6%	47
2021 Q4	$1.12M	Hold	21,489	–	–	0.6%	35
2021 Q3	$884K	Buy	+21,489	New	+$840K	0.52%	66

Other funds holding MCHB

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

SummerHaven Investment Management's MCHB Position: Q3 2023 in Review

SummerHaven Investment Management sold out of Mechanics Bancorp (MCHB) in Q3 2023, closing a stake of 13,599 shares — an estimated $80.5K sold.

SummerHaven Investment Management first reported a position in MCHB in Q3 2021 and held it in 8 quarters. The position peaked at $1.12M in Q4 2021. 108 funds tracked by Wall St. Rank hold MCHB as of Q3 2023.

SummerHaven Investment Management reported no remaining Mechanics Bancorp position as of Q3 2023 after selling out during the quarter.
SummerHaven Investment Management sold 13,599 Mechanics Bancorp shares in Q3 2023, an estimated $80.5K.
SummerHaven Investment Management first reported a position in Mechanics Bancorp in Q3 2021 and held it in 8 quarters.
SummerHaven Investment Management's Mechanics Bancorp position peaked at $1.12M in Q4 2021.
108 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q3 2023.

Based on SummerHaven Investment Management's 13F filing for Q3 2023, filed 13 Oct 2023.