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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
Exited
0%
$3.453M
3,637 shares@ $949.51 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$1.296M
1,588 shares@ $816.08 avg price
BABoeing Co
Recent Activity
Exited
0%
$1.186M
7,800 shares@ $152.04 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$232,908
1,300 shares@ $179.16 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$211,609
9,020 shares@ $23.46 avg price
ICLNIshares Tr
Recent Activity
Exited
0%
$151,894
10,340 shares@ $14.69 avg price
XPCQXPimco Calif Mun Income Fd
Recent Activity
Exited
0%
$110,556
11,100 shares@ $9.96 avg price