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Yolanda Johnson

@Mechanics Bank Trust Department

Latest period2024 - Q4ReportedManaged Assets$750.315MTotal holdings218
Assets growth rate-0.11%Assets growth rate (2-Q avg)3.68%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mechanics Bank Trust Department's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 218 positions.

Assets under management

The assets under management (AUM) of Mechanics Bank Trust Department over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 750.315M in assets, with a quarterly growth rate of -0.11% and a 2-quarter average growth rate of 3.68%. The portfolio is managed by Yolanda Johnson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -16.15%
7.59%
$56.903M
227,229 shares@ $250.42 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -2.37%
6.06%
$45.424M
77,504 shares@ $586.08 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.06%
3.19%
$23.926M
126,393 shares@ $189.3 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -1.5%
2.4%
$17.954M
19,595 shares@ $916.27 avg price
LQDIshares Tr
Recent Activity
Decreased -0.7%
2.19%
$16.373M
153,251 shares@ $106.84 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -1.07%
2.03%
$15.164M
29,662 shares@ $511.23 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -3.04%
2.03%
$15.162M
36,941 shares@ $410.44 avg price
IWPIshares Tr
Recent Activity
Decreased -1.35%
1.94%
$14.512M
114,495 shares@ $126.75 avg price
ORCLOracle Corp
Recent Activity
Decreased -1.28%
1.67%
$12.52M
75,131 shares@ $166.64 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Decreased -2.93%
1.64%
$12.271M
28,839 shares@ $425.5 avg price