BIA
SVC

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
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
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return