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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
FDLOFidelity Covington Trust
Recent Activity
Increased 6.13%
0.51%
$3.799M
62,706 shares@ $60.59 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Increased 1.52%
0.51%
$3.761M
17,707 shares@ $212.41 avg price
VOOVanguard Index Fds
Recent Activity
Increased 16.05%
0.5%
$3.742M
6,945 shares@ $538.81 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.49%
$3.645M
3,556 shares@ $1025.11 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -3.62%
0.49%
$3.638M
61,451 shares@ $59.2 avg price
SDYSpdr Ser Tr
Recent Activity
Decreased -3.16%
0.48%
$3.593M
27,202 shares@ $132.1 avg price
AGGIshares Tr
Recent Activity
Increased 2.75%
0.48%
$3.577M
36,916 shares@ $96.9 avg price
GTOInvesco Actively Managed Exc
Recent Activity
Decreased -11.45%
0.48%
$3.559M
76,698 shares@ $46.4 avg price
USMVIshares Tr
Recent Activity
Decreased -1.88%
0.47%
$3.512M
39,549 shares@ $88.79 avg price
AVGOBroadcom Inc
Recent Activity
Increased 13.84%
0.46%
$3.404M
14,683 shares@ $231.84 avg price