TFO
MCHB

Tarbox Family Office’s Mechanics Bancorp MCHB Stock Holding History

Tarbox Family Office’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
-16
Closed -$1K – 506
2022
Q1 		$1K Hold
16
– – ﹤0.01% 959
2021
Q4 		$1K Hold
16
– – ﹤0.01% 1008
2021
Q3 		$1K Hold
16
– – ﹤0.01% 1056
2021
Q2 		$1K Hold
16
– – ﹤0.01% 1055
2021
Q1 		$1K Hold
16
– – ﹤0.01% 1031
2020
Q4 		$1K Sell
16
-19
-54% -$611 ﹤0.01% 1003
2020
Q3 		$1K Buy
35
+19
+119% +$499 ﹤0.01% 972
2020
Q2 		$0 Sell
16
-26
-62% -$604 ﹤0.01% 1204
2020
Q1 		$1K Buy
+42
New +$1.22K ﹤0.01% 874

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tarbox Family Office's MCHB Position: Q2 2022 in Review

Tarbox Family Office sold out of Mechanics Bancorp (MCHB) in Q2 2022, closing a stake of 16 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in MCHB in Q1 2020 and held it in 9 quarters. The position peaked at $1K in Q1 2022. 170 funds tracked by Wall St. Rank hold MCHB as of Q2 2022.

  • Tarbox Family Office reported no remaining Mechanics Bancorp position as of Q2 2022 after selling out during the quarter.
  • Tarbox Family Office sold 16 Mechanics Bancorp shares in Q2 2022, an estimated $1K.
  • Tarbox Family Office first reported a position in Mechanics Bancorp in Q1 2020 and held it in 9 quarters.
  • Tarbox Family Office's Mechanics Bancorp position peaked at $1K in Q1 2022.
  • 170 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.