Zurich Cantonal Bank’s Mechanics Bancorp MCHB Stock Holding History

Zurich Cantonal Bank’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 Q3	–	Sell	-2,184	Closed	-$12.9K	–	2793
2023 Q2	$12.9K	Hold	2,184	–	–	﹤0.01%	2739
2023 Q1	$39.3K	Hold	2,184	–	–	﹤0.01%	2641
2022 Q4	$60.2K	Buy	2,184 +527	+32%	+$14.4K	﹤0.01%	2543
2022 Q3	$48K	Hold	1,657	–	–	﹤0.01%	2608
2022 Q2	$57K	Sell	1,657 -1,350	-45%	-$54.3K	﹤0.01%	2533
2022 Q1	$142K	Hold	3,007	–	–	﹤0.01%	2107
2021 Q4	$156K	Buy	3,007 +1,869	+164%	+$90K	﹤0.01%	2246
2021 Q3	$47K	Hold	1,138	–	–	﹤0.01%	2629
2021 Q2	$46K	Hold	1,138	–	–	﹤0.01%	2471
2021 Q1	$50K	Sell	1,138 -3,273	-74%	-$136K	﹤0.01%	2385
2020 Q4	$149K	Hold	4,411	–	–	﹤0.01%	2012
2020 Q3	$114K	Buy	4,411 +1,842	+72%	+$48.4K	﹤0.01%	1923
2020 Q2	$63K	Hold	2,569	–	–	﹤0.01%	2138
2020 Q1	$57K	Hold	2,569	–	–	﹤0.01%	1884
2019 Q4	$87K	Hold	2,569	–	–	﹤0.01%	1800
2019 Q3	$70K	Hold	2,569	–	–	﹤0.01%	1805
2019 Q2	$76K	Hold	2,569	–	–	﹤0.01%	1782
2019 Q1	$68K	Buy	2,569 +1,437	+127%	+$37.3K	﹤0.01%	1812
2018 Q4	$24K	Hold	1,132	–	–	﹤0.01%	2383
2018 Q3	$30K	Hold	1,132	–	–	﹤0.01%	2366
2018 Q2	$31K	Hold	1,132	–	–	﹤0.01%	2330
2018 Q1	$32K	Hold	1,132	–	–	﹤0.01%	2282
2017 Q4	$33K	Hold	1,132	–	–	﹤0.01%	2250
2017 Q3	$31K	Hold	1,132	–	–	﹤0.01%	2089
2017 Q2	$31K	Buy	1,132 +377	+50%	+$10.3K	﹤0.01%	2049
2017 Q1	$21K	Hold	755	–	–	﹤0.01%	2284
2016 Q4	$24K	Hold	755	–	–	﹤0.01%	2185
2016 Q3	$19K	Hold	755	–	–	﹤0.01%	2247
2016 Q2	$15K	Hold	755	–	–	﹤0.01%	2228
2016 Q1	$16K	Hold	755	–	–	﹤0.01%	2183
2015 Q4	$16K	Buy	+755	New	+$16.5K	﹤0.01%	2210

Other funds holding MCHB

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Zurich Cantonal Bank's MCHB Position: Q3 2023 in Review

Zurich Cantonal Bank sold out of Mechanics Bancorp (MCHB) in Q3 2023, closing a stake of 2,184 shares — an estimated $12.9K sold.

Zurich Cantonal Bank first reported a position in MCHB in Q4 2015 and held it in 31 quarters. The position peaked at $156K in Q4 2021. 108 funds tracked by Wall St. Rank hold MCHB as of Q3 2023.

Zurich Cantonal Bank reported no remaining Mechanics Bancorp position as of Q3 2023 after selling out during the quarter.
Zurich Cantonal Bank sold 2,184 Mechanics Bancorp shares in Q3 2023, an estimated $12.9K.
Zurich Cantonal Bank first reported a position in Mechanics Bancorp in Q4 2015 and held it in 31 quarters.
Zurich Cantonal Bank's Mechanics Bancorp position peaked at $156K in Q4 2021.
108 funds tracked by Wall St. Rank held Mechanics Bancorp as of Q3 2023.

Based on Zurich Cantonal Bank's 13F filing for Q3 2023, filed 25 Oct 2023.