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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
AGGIshares Tr
Recent Activity
Increased 2.75%
0.48%
$3.577M
36,916 shares@ $96.9 avg price
AVGOBroadcom Inc
Recent Activity
Increased 13.84%
0.46%
$3.404M
14,683 shares@ $231.84 avg price
MRKMerck & Co Inc
Recent Activity
Increased 0.06%
0.43%
$3.218M
32,346 shares@ $99.48 avg price
IJRIshares Tr
Recent Activity
Increased 0.04%
0.4%
$2.985M
25,910 shares@ $115.22 avg price
INDAIshares Tr
Recent Activity
Increased 11.19%
0.4%
$2.953M
56,102 shares@ $52.64 avg price
MAMastercard Incorporated
Recent Activity
Increased 0.85%
0.38%
$2.779M
5,278 shares@ $526.57 avg price
SYKStryker Corporation
Recent Activity
Increased 0.04%
0.37%
$2.724M
7,566 shares@ $360.05 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 0.27%
0.31%
$2.302M
11,409 shares@ $201.79 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 155.4%
0.3%
$2.202M
39,050 shares@ $56.38 avg price
DHRDanaher Corporation
Recent Activity
Increased 14.84%
0.29%
$2.119M
9,233 shares@ $229.55 avg price