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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
IWMIshares Tr
Recent Activity
Decreased -2.3%
0.15%
$1.114M
5,042 shares@ $220.96 avg price
NOCNorthrop Grumman Corp
Recent Activity
Decreased -4.95%
0.15%
$1.079M
2,300 shares@ $469.29 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Decreased -5.77%
0.14%
$992,687
3,915 shares@ $253.56 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -2.77%
0.13%
$974,088
4,023 shares@ $242.13 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -10.7%
0.13%
$907,025
9,940 shares@ $91.25 avg price
SRESempra
Recent Activity
Decreased -6.63%
0.11%
$789,480
9,000 shares@ $87.72 avg price
NKENike Inc
Recent Activity
Decreased -24.64%
0.11%
$782,805
10,345 shares@ $75.67 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Decreased -4.88%
0.11%
$762,020
12,006 shares@ $63.47 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -6.19%
0.11%
$755,290
10,753 shares@ $70.24 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.13%
0.1%
$719,087
3,672 shares@ $195.83 avg price