Riverview Trust Company’s York Water YORW Stock Holding History

Riverview Trust Company’s Portfolio YORW Stock Details YORW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-21	Closed	-$787	–	914
2024 Q3	$787	Buy	+21	New	+$815	﹤0.01%	690

Other funds holding YORW

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

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

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Riverview Trust Company sold out of York Water (YORW) in Q4 2024, closing a stake of 21 shares — an estimated $787 sold.

Riverview Trust Company first reported a position in YORW in Q3 2024 and held it in 1 quarter. The position peaked at $787 in Q3 2024. 152 funds tracked by Wall St. Rank hold YORW as of Q4 2024.

Riverview Trust Company reported no remaining York Water position as of Q4 2024 after selling out during the quarter.
Riverview Trust Company sold 21 York Water shares in Q4 2024, an estimated $787.
Riverview Trust Company first reported a position in York Water in Q3 2024 and held it in 1 quarter.
Riverview Trust Company's York Water position peaked at $787 in Q3 2024.
152 funds tracked by Wall St. Rank held York Water as of Q4 2024.

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