Mechanics Bank Trust Department Portfolio Holdings
Mechanics Bank Trust Department
- $739 Million
- Q4 2024
Mechanics Bank Trust Department has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $739 Million distributed in 376 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $56.9M, Spdr S&P 500 ETF Trust with a value of $45.4M, Microsoft Corp with a value of $31.5M, Alphabet Inc. with a value of $23.9M, and J P Morgan Exchange Traded Fd with a value of $19.4M.
Examining the 13F form we can see an decrease of $6.94M in the current position value, from $746M to 739M.
Below you can find more details about Mechanics Bank Trust Department portfolio as well as his latest detailed transactions.
Portfolio value
$739 Million
ETFs: $304 Million
Technology: $129 Million
Consumer Defensive: $53.6 Million
Healthcare: $51.7 Million
Consumer Cyclical: $45.7 Million
Financial Services: $43.9 Million
Industrials: $36.4 Million
Communication Services: $36.4 Million
Other: $37 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 376
- Current Value $739 Million
- Prior Value $746 Million
- Filing
- Period Q4 2024
- Filing Date January 16, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 23 stocks
- Additional Purchases 61 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks