Boston Partners
SVC

Boston Partners’s Service Properties Trust SVC Stock Holding History

Boston Partners’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
2023
Q1 		– Sell
-22,330
Closed -$814K – 750
2022
Q4 		$814K Buy
+22,330
New +$819K ﹤0.01% 536
2021
Q1 		– Sell
-14,763
Closed -$848K – 679
2020
Q4 		$848K Sell
14,763
-3,985
-21% -$202K ﹤0.01% 559
2020
Q3 		$745K Buy
+18,748
New +$714K ﹤0.01% 573

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Boston Partners's SVC Position: Q1 2023 in Review

Boston Partners sold out of Service Properties Trust (SVC) in Q1 2023, closing a stake of 22,330 shares — an estimated $814K sold.

Boston Partners first reported a position in SVC in Q3 2020 and held it in 3 quarters. The position peaked at $848K in Q4 2020. 250 funds tracked by Wall St. Rank hold SVC as of Q1 2023.

  • Boston Partners reported no remaining Service Properties Trust position as of Q1 2023 after selling out during the quarter.
  • Boston Partners sold 22,330 Service Properties Trust shares in Q1 2023, an estimated $814K.
  • Boston Partners first reported a position in Service Properties Trust in Q3 2020 and held it in 3 quarters.
  • Boston Partners's Service Properties Trust position peaked at $848K in Q4 2020.
  • 250 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2023.

Based on Boston Partners's 13F filing for Q1 2023, filed 9 May 2023.