Berman Capital Advisors’s Service Properties Trust SVC Stock Holding History

Berman Capital 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
2021 Q3	$8K	Buy	144 +48	+50%	+$2.73K	﹤0.01%	1279
2021 Q2	$6K	Hold	96	–	–	﹤0.01%	1307
2021 Q1	$5K	Hold	96	–	–	﹤0.01%	1289
2020 Q4	$5K	Sell	96 -945	-91%	-$48K	﹤0.01%	1172
2020 Q3	$40K	Buy	1,041 +1	+0.1%	+$38	0.01%	405
2020 Q2	$36K	Sell	1,040 -15	-1%	-$522	0.01%	403
2020 Q1	$28K	Buy	1,055 +117	+12%	+$10.5K	0.01%	418
2019 Q4	$114K	Buy	938 +21	+2%	+$2.56K	0.03%	209
2019 Q3	$117K	Buy	917 +19	+2%	+$2.35K	0.04%	195
2019 Q2	$112K	Buy	898 +881	+5,182%	+$113K	0.04%	195
2019 Q1	$2K	Buy	+17	New	+$2.24K	﹤0.01%	1124

Other funds holding SVC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1SP

140 Summer Partners New York $1.64B AUM 47.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Berman Capital Advisors's SVC Position: Q3 2021 in Review

Berman Capital Advisors increased its Service Properties Trust (SVC) stake by 50% in Q3 2021, buying an estimated $2.73K and bringing the position to 144 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Berman Capital Advisors first reported a position in SVC in Q1 2019 and has held it in 11 quarters since. The position peaked at $117K in Q3 2019. 253 funds tracked by Wall St. Rank hold SVC as of Q3 2021.

Berman Capital Advisors held 144 shares of Service Properties Trust worth $8K as of Q3 2021.
Berman Capital Advisors bought 48 Service Properties Trust shares in Q3 2021, an estimated $2.73K.
Service Properties Trust made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1279 holding.
Berman Capital Advisors first reported a position in Service Properties Trust in Q1 2019 and has held it in 11 quarters since.
Berman Capital Advisors's Service Properties Trust position peaked at $117K in Q3 2019.
253 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.