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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
ACNAccenture Plc Ireland
Recent Activity
Increased 114.38%
0.07%
$509,040
1,447 shares@ $351.79 avg price
PGRProgressive Corp
Recent Activity
Increased 79.18%
0.07%
$488,564
2,039 shares@ $239.61 avg price
GEGe Aerospace
Recent Activity
Increased 7.42%
0.07%
$483,524
2,899 shares@ $166.79 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Increased 3.41%
0.07%
$465,549
11,447 shares@ $40.67 avg price
HSYHershey Co
Recent Activity
Increased 44.78%
0.07%
$457,245
2,700 shares@ $169.35 avg price
MORNMorningstar Inc
Recent Activity
Increased 0.48%
0.05%
$354,271
1,052 shares@ $336.76 avg price
GSHDGoosehead Ins Inc
Recent Activity
Increased 4.47%
0.04%
$273,625
2,552 shares@ $107.22 avg price
ETNEaton Corp Plc
Recent Activity
Increased 16.5%
0.04%
$269,477
812 shares@ $331.87 avg price
SFBSServisfirst Bancshares Inc
Recent Activity
Increased 3.15%
0.04%
$244,729
2,888 shares@ $84.74 avg price
FICOFair Isaac Corp
Recent Activity
Increased 5.67%
0.03%
$222,984
112 shares@ $1990.93 avg price