ZIM
MCHB

Zacks Investment Management’s Mechanics Bancorp MCHB Stock Holding History

Zacks 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
2024
Q1 		– Sell
-101,945
Closed -$1.05M – 674
2023
Q4 		$1.05M Buy
+101,945
New +$705K 0.01% 370
2019
Q1 		– Sell
-29,540
Closed -$627K – 560
2018
Q4 		$627K Sell
29,540
-4,607
-13% -$117K 0.02% 417
2018
Q3 		$905K Buy
+34,147
New +$984K 0.02% 408
2017
Q1 		– Sell
-25,239
Closed -$798K – 669
2016
Q4 		$798K Buy
25,239
+70
+0.3% +$2.01K 0.02% 373
2016
Q3 		$631K Buy
+25,169
New +$593K 0.02% 422

Other funds holding MCHB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zacks Investment Management's MCHB Position: Q1 2024 in Review

Zacks Investment Management sold out of Mechanics Bancorp (MCHB) in Q1 2024, closing a stake of 101,945 shares — an estimated $1.05M sold.

Zacks Investment Management first reported a position in MCHB in Q3 2016 and held it in 5 quarters. The position peaked at $1.05M in Q4 2023. 97 funds tracked by Wall St. Rank hold MCHB as of Q1 2024.

  • Zacks Investment Management reported no remaining Mechanics Bancorp position as of Q1 2024 after selling out during the quarter.
  • Zacks Investment Management sold 101,945 Mechanics Bancorp shares in Q1 2024, an estimated $1.05M.
  • Zacks Investment Management first reported a position in Mechanics Bancorp in Q3 2016 and held it in 5 quarters.
  • Zacks Investment Management's Mechanics Bancorp position peaked at $1.05M in Q4 2023.
  • 97 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q1 2024.

Based on Zacks Investment Management's 13F filing for Q1 2024, filed 15 May 2024.