Mechanics Bank Trust Department Portfolio Holdings
Mechanics Bank Trust Department
- $746 Million
- Q3 2024
Mechanics Bank Trust Department has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $746 Million distributed in 359 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $63.1M, Spdr S&P 500 ETF Trust with a value of $45.6M, Microsoft Corp with a value of $31.7M, Alphabet Inc. with a value of $21.2M, and J P Morgan Exchange Traded Fd with a value of $19.5M.
Examining the 13F form we can see an increase of $51.6M in the current position value, from $694M to 746M.
Below you can find more details about Mechanics Bank Trust Department portfolio as well as his latest detailed transactions.
Portfolio value
$746 Million
ETFs: $307 Million
Technology: $133 Million
Consumer Defensive: $55.4 Million
Healthcare: $54.2 Million
Consumer Cyclical: $44.6 Million
Financial Services: $43 Million
Industrials: $36.8 Million
Communication Services: $32 Million
Other: $38.8 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 359
- Current Value $746 Million
- Prior Value $694 Million
- Filing
- Period Q3 2024
- Filing Date October 10, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 8 stocks
- Additional Purchases 55 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks