Riverview Trust Co recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
900 WASHINGTON STREET VANCOUVER, WA 98660
As of the latest 13F report, the guru’s equity portfolio contained 691 stocks valued at a total of $106.00Mil. The top holdings were IEFA(9.89%), AAPL(5.91%), and AGG(4.28%).
According to GuruFocus data, these were Riverview Trust Co’s top five trades of the quarter.
iShares Core MSCI EAFE ETF
Riverview Trust Co reduced their investment in BATS:IEFA by 28,200 shares. The trade had a 1.44% impact on the equity portfolio. During the quarter, the stock traded for an average price of $58.61.
On 01/26/2023, iShares Core MSCI EAFE ETF traded for a price of $67.23999999999999 per share and a market cap of $96.88Bil. The stock has returned -2.75% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Core MSCI EAFE ETF has a price-earnings ratio of 12.78 and a price-book ratio of 1.53.
Microsoft Corp
Riverview Trust Co reduced their investment in NAS:MSFT by 2,405 shares. The trade had a 0.54% impact on the equity portfolio. During the quarter, the stock traded for an average price of $239.99.
On 01/26/2023, Microsoft Corp traded for a price of $240.61 per share and a market cap of $1,791.05Bil. The stock has returned -15.72% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Microsoft Corp has a price-earnings ratio of 26.73, a price-book ratio of 9.78, a price-earnings-to-growth (PEG) ratio of 1.30, a EV-to-Ebitda ratio of 17.74 and a price-sales ratio of 8.84.
The price-to-GF Value ratio is 0.77, earning the stock a GF Value rank of 10.
Apple Inc
Riverview Trust Co reduced their investment in NAS:AAPL by 3,424 shares. The trade had a 0.46% impact on the equity portfolio. During the quarter, the stock traded for an average price of $142.91.
On 01/26/2023, Apple Inc traded for a price of $141.86 per share and a market cap of $2,246.53Bil. The stock has returned -10.65% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 23.22, a price-book ratio of 44.64, a price-earnings-to-growth (PEG) ratio of 1.33, a EV-to-Ebitda ratio of 17.41 and a price-sales ratio of 5.88.
The price-to-GF Value ratio is 0.81, earning the stock a GF Value rank of 9.
Berkshire Hathaway Inc
The guru established a new position worth 1 shares in NYSE:BRK.A, giving the stock a 0.44% weight in the equity portfolio. Shares traded for an average price of $448762 during the quarter.
On 01/26/2023, Berkshire Hathaway Inc traded for a price of $471657.5 per share and a market cap of $687.58Bil. The stock has returned 2.11% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Berkshire Hathaway Inc has a price-book ratio of 1.52, a EV-to-Ebitda ratio of 69.34 and a price-sales ratio of 2.74.
The price-to-GF Value ratio is 1.15, earning the stock a GF Value rank of 3.
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
The guru sold out of their 4,681-share investment in ARCA:VSS. Previously, the stock had a 0.42% weight in the equity portfolio. Shares traded for an average price of $99.05 during the quarter.
On 01/26/2023, Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF traded for a price of $111.6 per share and a market cap of $8.35Bil. The stock has returned -8.29% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF has a price-earnings ratio of 10.42 and a price-book ratio of 1.23.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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