WG
MCHB

Winton Group’s Mechanics Bancorp MCHB Stock Holding History

Winton 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
-31,757
Closed -$571K – 917
2023
Q1 		$571K Buy
31,757
+7,482
+31% +$188K 0.03% 644
2022
Q4 		$670K Sell
24,275
-6,446
-21% -$176K 0.04% 548
2022
Q3 		$885K Sell
30,721
-8,831
-22% -$311K 0.06% 453
2022
Q2 		$1.37M Buy
39,552
+13,222
+50% +$532K 0.07% 385
2022
Q1 		$1.25M Buy
26,330
+4,390
+20% +$224K 0.07% 398
2021
Q4 		$1.14M Buy
21,940
+12,045
+122% +$580K 0.07% 417
2021
Q3 		$407K Buy
9,895
+51
+0.5% +$1.99K 0.02% 964
2021
Q2 		$401K Sell
9,844
-1,635
-14% -$70.5K 0.02% 1039
2021
Q1 		$506K Sell
11,479
-2,881
-20% -$120K 0.03% 883
2020
Q4 		$485K Sell
14,360
-53,279
-79% -$1.71M 0.04% 803
2020
Q3 		$1.74M Buy
67,639
+27,031
+67% +$710K 0.06% 597
2020
Q2 		$999K Buy
40,608
+7,762
+24% +$180K 0.03% 964
2020
Q1 		$730K Sell
32,846
-8,669
-21% -$251K 0.02% 911
2019
Q4 		$1.41M Buy
41,515
+10,862
+35% +$336K 0.02% 930
2019
Q3 		$837K Buy
+30,653
New +$850K 0.01% 911

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

Winton Group's MCHB Position: Q2 2023 in Review

Winton Group sold out of Mechanics Bancorp (MCHB) in Q2 2023, closing a stake of 31,757 shares — an estimated $571K sold.

Winton Group first reported a position in MCHB in Q3 2019 and held it in 15 quarters. The position peaked at $1.74M in Q3 2020. 112 funds tracked by Wall St. Rank hold MCHB as of Q2 2023.

  • Winton Group reported no remaining Mechanics Bancorp position as of Q2 2023 after selling out during the quarter.
  • Winton Group sold 31,757 Mechanics Bancorp shares in Q2 2023, an estimated $571K.
  • Winton Group first reported a position in Mechanics Bancorp in Q3 2019 and held it in 15 quarters.
  • Winton Group's Mechanics Bancorp position peaked at $1.74M in Q3 2020.
  • 112 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2023.

Based on Winton Group's 13F filing for Q2 2023, filed 14 Aug 2023.