AI
SVC

Atom Investors’s Service Properties Trust SVC Stock Holding History

Atom Investors’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
2025
Q3 		– Sell
-2,934
Closed -$35.1K – 807
2025
Q2 		$35.1K Sell
2,934
-4,777
-62% -$51.6K ﹤0.01% 582
2025
Q1 		$101K Sell
7,711
-391
-5% -$5.29K 0.01% 439
2024
Q4 		$103K Buy
+8,102
New +$131K 0.01% 450
2020
Q4 		– Sell
-3,493
Closed -$139K – 558
2020
Q3 		$139K Buy
+3,493
New +$133K 0.01% 450
2019
Q2 		– Sell
-4,054
Closed -$533K – 609
2019
Q1 		$533K Buy
+4,054
New +$535K 0.05% 308

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $2.14B AUM 41.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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