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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
BLKBlackrock Inc
Recent Activity
New Position
0.49%
$3.645M
3,556 shares@ $1025.11 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.15%
$1.088M
15,065 shares@ $72.23 avg price
VFLOVictory Portfolios Ii
Recent Activity
New Position
0.1%
$689,811
20,235 shares@ $34.09 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
New Position
0.08%
$573,870
9,250 shares@ $62.04 avg price
CRMSalesforce Inc
Recent Activity
New Position
0.07%
$487,787
1,459 shares@ $334.33 avg price
BSXBoston Scientific Corp
Recent Activity
New Position
0.06%
$414,980
4,646 shares@ $89.32 avg price
GEVGe Vernova Inc
Recent Activity
New Position
0.06%
$401,622
1,221 shares@ $328.93 avg price
WCNWaste Connections Inc
Recent Activity
New Position
0.05%
$353,454
2,060 shares@ $171.58 avg price
REGNRegeneron Pharmaceuticals
Recent Activity
New Position
0.04%
$287,781
404 shares@ $712.33 avg price
XLCSelect Sector Spdr Tr
Recent Activity
New Position
0.04%
$260,902
2,695 shares@ $96.81 avg price