Copeland Capital Management’s Riverview Bancorp RVSB Stock Holding History

Copeland Capital Management’s Portfolio RVSB Stock Details RVSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,013	Closed	-$25.3K	–	313
2023 Q2	$25.3K	Sell	5,013 -1,230	-20%	-$6.02K	﹤0.01%	190
2023 Q1	$33K	Buy	+6,243	New	+$42.5K	﹤0.01%	179
2021 Q1	–	Sell	-3,088	Closed	-$16K	–	283
2020 Q4	$16K	Buy	3,088 +55	+2%	+$284	﹤0.01%	204
2020 Q3	$13K	Hold	3,033	–	–	﹤0.01%	193
2020 Q2	$17K	Hold	3,033	–	–	﹤0.01%	173
2020 Q1	$15K	Buy	3,033 +1,100	+57%	+$7.36K	﹤0.01%	180
2019 Q4	$16K	Hold	1,933	–	–	﹤0.01%	200
2019 Q3	$14K	Buy	1,933 +50	+3%	+$388	﹤0.01%	203
2019 Q2	$16K	Buy	1,883 +57	+3%	+$443	﹤0.01%	185
2019 Q1	$13K	Buy	1,826 +623	+52%	+$4.7K	﹤0.01%	196
2018 Q4	$9K	Buy	+1,203	New	+$9.66K	﹤0.01%	218

Other funds holding RVSB

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Copeland Capital Management's RVSB Position: Q3 2023 in Review

Copeland Capital Management sold out of Riverview Bancorp (RVSB) in Q3 2023, closing a stake of 5,013 shares — an estimated $25.3K sold.

Copeland Capital Management first reported a position in RVSB in Q4 2018 and held it in 11 quarters. The position peaked at $33K in Q1 2023. 52 funds tracked by Wall St. Rank hold RVSB as of Q3 2023.

Copeland Capital Management reported no remaining Riverview Bancorp position as of Q3 2023 after selling out during the quarter.
Copeland Capital Management sold 5,013 Riverview Bancorp shares in Q3 2023, an estimated $25.3K.
Copeland Capital Management first reported a position in Riverview Bancorp in Q4 2018 and held it in 11 quarters.
Copeland Capital Management's Riverview Bancorp position peaked at $33K in Q1 2023.
52 funds tracked by Wall St. Rank held Riverview Bancorp as of Q3 2023.

Based on Copeland Capital Management's 13F filing for Q3 2023, filed 23 Oct 2023.