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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
CATCaterpillar Inc
Recent Activity
Increased 3.54%
0.12%
$860,829
2,373 shares@ $362.76 avg price
IBTOIshares Tr
Recent Activity
Increased 8.2%
0.11%
$779,790
33,000 shares@ $23.63 avg price
DEDeere & Co
Recent Activity
Increased 23.85%
0.11%
$752,490
1,776 shares@ $423.7 avg price
KMBKimberly-clark Corp
Recent Activity
Increased 1.41%
0.1%
$737,099
5,625 shares@ $131.04 avg price
NEENextera Energy Inc
Recent Activity
Increased 2.23%
0.1%
$723,136
10,087 shares@ $71.69 avg price
METAMeta Platforms Inc
Recent Activity
Increased 7.7%
0.09%
$622,982
1,064 shares@ $585.51 avg price
INTUIntuit
Recent Activity
Increased 43.04%
0.08%
$568,164
904 shares@ $628.5 avg price
CBRECbre Group Inc
Recent Activity
Increased 0.64%
0.08%
$562,183
4,282 shares@ $131.29 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 79.21%
0.07%
$524,971
1,810 shares@ $290.04 avg price
SUSAIshares Tr
Recent Activity
Increased 55.15%
0.07%
$513,109
4,220 shares@ $121.59 avg price