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SVC

Bellevue Asset Management’s Service Properties Trust SVC Stock Holding History

Bellevue Asset 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
2021
Q3 		– Sell
-38
Closed -$2K – 604
2021
Q2 		$2K Hold
38
– – ﹤0.01% 543
2021
Q1 		$2K Hold
38
– – ﹤0.01% 600
2020
Q4 		$2K Hold
38
– – ﹤0.01% 607
2020
Q3 		$2K Hold
38
– – ﹤0.01% 572
2020
Q2 		$1K Hold
38
– – ﹤0.01% 604
2020
Q1 		$1K Hold
38
– – ﹤0.01% 591
2019
Q4 		$5K Buy
+38
New +$4.63K ﹤0.01% 360

Other funds holding SVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
1SP
140 Summer Partners New York $1.4B AUM 73.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Bellevue Asset Management's SVC Position: Q3 2021 in Review

Bellevue Asset Management sold out of Service Properties Trust (SVC) in Q3 2021, closing a stake of 38 shares — an estimated $2K sold.

Bellevue Asset Management first reported a position in SVC in Q4 2019 and held it in 7 quarters. The position peaked at $5K in Q4 2019. 253 funds tracked by Wall St. Rank hold SVC as of Q3 2021.

  • Bellevue Asset Management reported no remaining Service Properties Trust position as of Q3 2021 after selling out during the quarter.
  • Bellevue Asset Management sold 38 Service Properties Trust shares in Q3 2021, an estimated $2K.
  • Bellevue Asset Management first reported a position in Service Properties Trust in Q4 2019 and held it in 7 quarters.
  • Bellevue Asset Management's Service Properties Trust position peaked at $5K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2021.

Based on Bellevue Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.