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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
UNHUnitedhealth Group Inc
Recent Activity
Increased 5.01%
0.64%
$4.73M
9,350 shares@ $505.86 avg price
KOCoca Cola Co
Recent Activity
Decreased -2.14%
0.62%
$4.616M
74,137 shares@ $62.26 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.12%
0.6%
$4.459M
19,739 shares@ $225.89 avg price
PEPPepsico Inc
Recent Activity
Decreased -5.23%
0.59%
$4.401M
28,943 shares@ $152.06 avg price
SPTSSpdr Ser Tr
Recent Activity
Decreased -5.44%
0.57%
$4.251M
146,544 shares@ $29.01 avg price
LLYEli Lilly & Co
Recent Activity
Increased 39.56%
0.57%
$4.219M
5,465 shares@ $772.0 avg price
AVBAvalonbay Cmntys Inc
Recent Activity
Decreased -0.16%
0.53%
$3.974M
18,064 shares@ $219.97 avg price
XLISelect Sector Spdr Tr
Recent Activity
Decreased -1.49%
0.52%
$3.874M
29,405 shares@ $131.76 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 0.37%
0.52%
$3.859M
28,053 shares@ $137.57 avg price
IWFIshares Tr
Recent Activity
Decreased -5.44%
0.52%
$3.852M
9,592 shares@ $401.58 avg price