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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
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -3.16%
1.25%
$9.329M
16,378 shares@ $569.58 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.18%
1.24%
$9.254M
55,199 shares@ $167.65 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.44%
1.22%
$9.085M
62,722 shares@ $144.84 avg price
ABTAbbott Labs
Recent Activity
Decreased -0.81%
1.16%
$8.637M
76,356 shares@ $113.11 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.76%
1.08%
$8.082M
17,831 shares@ $453.28 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -5.12%
1.06%
$7.898M
54,615 shares@ $144.62 avg price
IJKIshares Tr
Recent Activity
Decreased -0.48%
1.02%
$7.65M
84,126 shares@ $90.93 avg price
USHYIshares Tr
Recent Activity
Increased 1.29%
1.02%
$7.644M
207,780 shares@ $36.79 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.12%
1%
$7.494M
19,264 shares@ $388.99 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.34%
1%
$7.482M
82,812 shares@ $90.35 avg price