Bartlett & Co Wealth Management’s Service Properties Trust SVC Stock Holding History

Bartlett & Co Wealth Management’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
2020 Q4	–	Sell	-24	Closed	-$938	–	1221
2020 Q3	$938	Hold	24	–	–	﹤0.01%	814
2020 Q2	$837	Hold	24	–	–	﹤0.01%	820
2020 Q1	$637	Hold	24	–	–	﹤0.01%	813
2019 Q4	$2.87K	Hold	24	–	–	﹤0.01%	797
2019 Q3	$3.04K	Buy	+24	New	+$2.97K	﹤0.01%	804

Other funds holding SVC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RCM

Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

1SP

140 Summer Partners New York $1.4B AUM 73.38% 1-Year Est. Return

Bartlett & Co Wealth Management's SVC Position: Q4 2020 in Review

Bartlett & Co Wealth Management sold out of Service Properties Trust (SVC) in Q4 2020, closing a stake of 24 shares — an estimated $938 sold.

Bartlett & Co Wealth Management first reported a position in SVC in Q3 2019 and held it in 5 quarters. The position peaked at $3.04K in Q3 2019. 288 funds tracked by Wall St. Rank hold SVC as of Q4 2020.

Bartlett & Co Wealth Management reported no remaining Service Properties Trust position as of Q4 2020 after selling out during the quarter.
Bartlett & Co Wealth Management sold 24 Service Properties Trust shares in Q4 2020, an estimated $938.
Bartlett & Co Wealth Management first reported a position in Service Properties Trust in Q3 2019 and held it in 5 quarters.
Bartlett & Co Wealth Management's Service Properties Trust position peaked at $3.04K in Q3 2019.
288 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2020, filed 13 Feb 2024.