UFF
MCHB

USA Financial Formulas’s Mechanics Bancorp MCHB Stock Holding History

USA Financial Formulas’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
-1,433
Closed -$68K – 377
2022
Q1 		$68K Buy
+1,433
New +$73.1K 0.07% 129
2021
Q2 		– Sell
-3,995
Closed -$176K – 401
2021
Q1 		$176K Buy
+3,995
New +$166K 0.14% 131

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

USA Financial Formulas's MCHB Position: Q2 2022 in Review

USA Financial Formulas sold out of Mechanics Bancorp (MCHB) in Q2 2022, closing a stake of 1,433 shares — an estimated $68K sold.

USA Financial Formulas first reported a position in MCHB in Q1 2021 and held it in 2 quarters. The position peaked at $176K in Q1 2021. 170 funds tracked by Wall St. Rank hold MCHB as of Q2 2022.

  • USA Financial Formulas reported no remaining Mechanics Bancorp position as of Q2 2022 after selling out during the quarter.
  • USA Financial Formulas sold 1,433 Mechanics Bancorp shares in Q2 2022, an estimated $68K.
  • USA Financial Formulas first reported a position in Mechanics Bancorp in Q1 2021 and held it in 2 quarters.
  • USA Financial Formulas's Mechanics Bancorp position peaked at $176K in Q1 2021.
  • 170 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2022.

Based on USA Financial Formulas's 13F filing for Q2 2022, filed 15 Aug 2022.