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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
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 155.4%
0.3%
$2.202M
39,050 shares@ $56.38 avg price
MCKMckesson Corp
Recent Activity
0.29%
$2.154M
3,779 shares@ $569.91 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -0.28%
0.29%
$2.149M
19,944 shares@ $107.74 avg price
DHRDanaher Corporation
Recent Activity
Increased 14.84%
0.29%
$2.119M
9,233 shares@ $229.55 avg price
IJHIshares Tr
Recent Activity
Decreased -1.58%
0.28%
$2.073M
33,270 shares@ $62.31 avg price
AMGNAmgen Inc
Recent Activity
Increased 1.36%
0.28%
$2.047M
7,854 shares@ $260.64 avg price
TGTTarget Corp
Recent Activity
Decreased -7.66%
0.28%
$2.045M
15,126 shares@ $135.18 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.81%
0.27%
$2.018M
11,354 shares@ $177.7 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Decreased -0.03%
0.26%
$1.949M
32,314 shares@ $60.3 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 2.46%
0.26%
$1.936M
25,577 shares@ $75.69 avg price