Yolanda Johnson

@Mechanics Bank Trust Department

Latest period2024 - Q4

Reported2d ago

Managed Assets$750.315M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GOOGAlphabet Inc Recent Activity Increased 11.15%	0.83%	$6.163M 32,360 shares@ $190.44 avg price	Increased 11.15%
ROSTRoss Stores Inc Recent Activity Increased 4.16%	0.71%	$5.303M 35,058 shares@ $151.27 avg price	Increased 4.16%
VBKVanguard Index Fds Recent Activity Increased 9.11%	0.69%	$5.167M 18,449 shares@ $280.06 avg price	Increased 9.11%
RSGRepublic Svcs Inc Recent Activity Increased 0.15%	0.68%	$5.039M 25,049 shares@ $201.18 avg price	Increased 0.15%
UNHUnitedhealth Group Inc Recent Activity Increased 5.01%	0.64%	$4.73M 9,350 shares@ $505.86 avg price	Increased 5.01%
LLYEli Lilly & Co Recent Activity Increased 39.56%	0.57%	$4.219M 5,465 shares@ $772.0 avg price	Increased 39.56%
XLVSelect Sector Spdr Tr Recent Activity Increased 0.37%	0.52%	$3.859M 28,053 shares@ $137.57 avg price	Increased 0.37%
FDLOFidelity Covington Trust Recent Activity Increased 6.13%	0.51%	$3.799M 62,706 shares@ $60.59 avg price	Increased 6.13%
MMCMarsh & Mclennan Cos Inc Recent Activity Increased 1.52%	0.51%	$3.761M 17,707 shares@ $212.41 avg price	Increased 1.52%
VOOVanguard Index Fds Recent Activity Increased 16.05%	0.5%	$3.742M 6,945 shares@ $538.81 avg price	Increased 16.05%