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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
EFGIshares Tr
Recent Activity
Decreased -35.73%
0.21%
$1.528M
15,780 shares@ $96.83 avg price
FCOMFidelity Covington Trust
Recent Activity
Decreased -7.6%
0.21%
$1.523M
25,942 shares@ $58.7 avg price
COPConocophillips
Recent Activity
Decreased -1.87%
0.21%
$1.505M
15,180 shares@ $99.17 avg price
VYMIVanguard Whitehall Fds
Recent Activity
Decreased -0.49%
0.19%
$1.373M
20,225 shares@ $67.88 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Decreased -5.73%
0.19%
$1.369M
17,411 shares@ $78.61 avg price
BACBank America Corp
Recent Activity
Decreased -0.96%
0.19%
$1.358M
30,898 shares@ $43.95 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -2.04%
0.18%
$1.288M
10,211 shares@ $126.1 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -0.4%
0.17%
$1.234M
14,410 shares@ $85.66 avg price
RTXRtx Corporation
Recent Activity
Decreased -0.25%
0.16%
$1.165M
10,070 shares@ $115.72 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -1.77%
0.16%
$1.147M
28,671 shares@ $39.99 avg price