Bell Investment Advisors’s Service Properties Trust SVC Stock Holding History

Bell Investment 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 Q4	–	Sell	-13	Closed	-$306	–	1947
2024 Q3	$306	Hold	13	–	–	﹤0.01%	1837
2024 Q2	$345	Hold	13	–	–	﹤0.01%	1891
2024 Q1	$455	Sell	13 -12	-48%	-$445	﹤0.01%	1849
2023 Q4	$1.08K	Hold	25	–	–	﹤0.01%	1565
2023 Q3	$977	Sell	25 -2	-7%	-$83	﹤0.01%	1581
2023 Q2	$1.17K	Hold	27	–	–	﹤0.01%	1545
2023 Q1	$1.33K	Hold	27	–	–	﹤0.01%	1447
2022 Q4	$977	Buy	27 +12	+80%	+$440	﹤0.01%	1607
2022 Q3	$0	Sell	15 -26	-63%	-$862	﹤0.01%	1944
2022 Q2	$1K	Buy	+41	New	+$1.42K	﹤0.01%	1613
2021 Q4	$4K	Buy	90 +13	+17%	+$662	﹤0.01%	900
2021 Q3	$4K	Buy	+77	New	+$4.38K	﹤0.01%	827

Other funds holding SVC

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

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

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

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

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

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

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bell Investment Advisors's SVC Position: Q4 2024 in Review

Bell Investment Advisors sold out of Service Properties Trust (SVC) in Q4 2024, closing a stake of 13 shares — an estimated $306 sold.

Bell Investment Advisors first reported a position in SVC in Q3 2021 and held it in 12 quarters. The position peaked at $4K in Q4 2021. 223 funds tracked by Wall St. Rank hold SVC as of Q4 2024.

Bell Investment Advisors reported no remaining Service Properties Trust position as of Q4 2024 after selling out during the quarter.
Bell Investment Advisors sold 13 Service Properties Trust shares in Q4 2024, an estimated $306.
Bell Investment Advisors first reported a position in Service Properties Trust in Q3 2021 and held it in 12 quarters.
Bell Investment Advisors's Service Properties Trust position peaked at $4K in Q4 2021.
223 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2024.

Based on Bell Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.