Addison Advisors’s Service Properties Trust SVC Stock Holding History

Addison Advisors’s Portfolio SVC Stock Details SVC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-160	Closed	-$6.83K	–	738
2023 Q4	$6.83K	Buy	+160	New	+$6.05K	﹤0.01%	555

Other funds holding SVC

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Addison Advisors's SVC Position: Q1 2024 in Review

Addison Advisors sold out of Service Properties Trust (SVC) in Q1 2024, closing a stake of 160 shares — an estimated $6.83K sold.

Addison Advisors first reported a position in SVC in Q4 2023 and held it in 1 quarter. The position peaked at $6.83K in Q4 2023. 242 funds tracked by Wall St. Rank hold SVC as of Q1 2024.

Addison Advisors reported no remaining Service Properties Trust position as of Q1 2024 after selling out during the quarter.
Addison Advisors sold 160 Service Properties Trust shares in Q1 2024, an estimated $6.83K.
Addison Advisors first reported a position in Service Properties Trust in Q4 2023 and held it in 1 quarter.
Addison Advisors's Service Properties Trust position peaked at $6.83K in Q4 2023.
242 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2024.

Based on Addison Advisors's 13F filing for Q1 2024, filed 6 May 2024.