YCM
MCHB

Yousif Capital Management’s Mechanics Bancorp MCHB Stock Holding History

Yousif Capital 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
Q2 		– Sell
-10,106
Closed -$182K – 1982
2023
Q1 		$182K Sell
10,106
-1,220
-11% -$30.6K ﹤0.01% 1853
2022
Q4 		$312K Sell
11,326
-5,205
-31% -$142K ﹤0.01% 1696
2022
Q3 		$476K Sell
16,531
-1,119
-6% -$39.4K 0.01% 1533
2022
Q2 		$612K Sell
17,650
-3,765
-18% -$152K 0.01% 1463
2022
Q1 		$1.01M Buy
21,415
+270
+1% +$13.8K 0.01% 1352
2021
Q4 		$1.1M Buy
+21,145
New +$1.02M 0.01% 1328

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

Yousif Capital Management's MCHB Position: Q2 2023 in Review

Yousif Capital Management sold out of Mechanics Bancorp (MCHB) in Q2 2023, closing a stake of 10,106 shares — an estimated $182K sold.

Yousif Capital Management first reported a position in MCHB in Q4 2021 and held it in 6 quarters. The position peaked at $1.1M in Q4 2021. 112 funds tracked by Wall St. Rank hold MCHB as of Q2 2023.

  • Yousif Capital Management reported no remaining Mechanics Bancorp position as of Q2 2023 after selling out during the quarter.
  • Yousif Capital Management sold 10,106 Mechanics Bancorp shares in Q2 2023, an estimated $182K.
  • Yousif Capital Management first reported a position in Mechanics Bancorp in Q4 2021 and held it in 6 quarters.
  • Yousif Capital Management's Mechanics Bancorp position peaked at $1.1M in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q2 2023.

Based on Yousif Capital Management's 13F filing for Q2 2023, filed 2 Aug 2023.