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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
KEYSKeysight Technologies Inc
Recent Activity
New Position
0.04%
$240,945
1,500 shares@ $160.63 avg price
AZOAutozone Inc
Recent Activity
New Position
0.04%
$240,150
75 shares@ $3202.0 avg price
ADIAnalog Devices Inc
Recent Activity
New Position
0.04%
$234,980
1,106 shares@ $212.46 avg price
DFSDiscover Finl Svcs
Recent Activity
New Position
0.04%
$233,860
1,350 shares@ $173.23 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
New Position
0.04%
$227,085
1,880 shares@ $120.79 avg price
NVONovo-nordisk A S
Recent Activity
New Position
0.03%
$222,619
2,588 shares@ $86.02 avg price
EGPEastgroup Pptys Inc
Recent Activity
New Position
0.03%
$219,068
1,365 shares@ $160.49 avg price
CCitigroup Inc
Recent Activity
New Position
0.03%
$216,167
3,071 shares@ $70.39 avg price
ODFLOld Dominion Freight Line In
Recent Activity
New Position
0.03%
$212,562
1,205 shares@ $176.4 avg price
BROBrown & Brown Inc
Recent Activity
New Position
0.03%
$205,570
2,015 shares@ $102.02 avg price