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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
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.78%
0.93%
$6.977M
30,007 shares@ $232.52 avg price
IWOIshares Tr
Recent Activity
Decreased -2.52%
0.91%
$6.821M
23,698 shares@ $287.82 avg price
ADPAutomatic Data Processing In
Recent Activity
Decreased -1.16%
0.91%
$6.779M
23,157 shares@ $292.73 avg price
TLTIshares Tr
Recent Activity
Decreased -25.3%
0.85%
$6.306M
72,212 shares@ $87.33 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 3.43%
0.84%
$6.269M
129,718 shares@ $48.33 avg price
GOOGAlphabet Inc
Recent Activity
Increased 11.15%
0.83%
$6.163M
32,360 shares@ $190.44 avg price
DVYIshares Tr
Recent Activity
Decreased -3.3%
0.73%
$5.474M
41,694 shares@ $131.29 avg price
ROSTRoss Stores Inc
Recent Activity
Increased 4.16%
0.71%
$5.303M
35,058 shares@ $151.27 avg price
VBKVanguard Index Fds
Recent Activity
Increased 9.11%
0.69%
$5.167M
18,449 shares@ $280.06 avg price
RSGRepublic Svcs Inc
Recent Activity
Increased 0.15%
0.68%
$5.039M
25,049 shares@ $201.18 avg price