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Riverview Trust Company’s Univest Financial UVSP Stock Holding History

Riverview Trust Company’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-28
Closed -$788 – 906
2024
Q3 		$788 Buy
+28
New +$746 ﹤0.01% 689
2022
Q2 		– Sell
-830
Closed -$22K – 867
2022
Q1 		$22K Buy
+830
New +$24.4K 0.02% 464

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Riverview Trust Company's UVSP Position: Q4 2024 in Review

Riverview Trust Company sold out of Univest Financial (UVSP) in Q4 2024, closing a stake of 28 shares — an estimated $788 sold.

Riverview Trust Company first reported a position in UVSP in Q1 2022 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 173 funds tracked by Wall St. Rank hold UVSP as of Q4 2024.

  • Riverview Trust Company reported no remaining Univest Financial position as of Q4 2024 after selling out during the quarter.
  • Riverview Trust Company sold 28 Univest Financial shares in Q4 2024, an estimated $788.
  • Riverview Trust Company first reported a position in Univest Financial in Q1 2022 and held it in 2 quarters.
  • Riverview Trust Company's Univest Financial position peaked at $22K in Q1 2022.
  • 173 funds tracked by Wall St. Rank held Univest Financial as of Q4 2024.

Based on Riverview Trust Company's 13F filing for Q4 2024, filed 6 Feb 2025.