CMBA
SVC

C.M. Bidwell & Associates’s Service Properties Trust SVC Stock Holding History

C.M. Bidwell & Associates’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
Q3 		– Sell
-3,674
Closed -$160K – 595
2023
Q2 		$160K Hold
3,674
– – 0.12% 148
2023
Q1 		$183K Hold
3,674
– – 0.14% 127
2022
Q4 		$134K Buy
+3,674
New +$135K 0.11% 179

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 $3.38T AUM 44.17% 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
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

C.M. Bidwell & Associates's SVC Position: Q3 2023 in Review

C.M. Bidwell & Associates sold out of Service Properties Trust (SVC) in Q3 2023, closing a stake of 3,674 shares — an estimated $160K sold.

C.M. Bidwell & Associates first reported a position in SVC in Q4 2022 and held it in 3 quarters. The position peaked at $183K in Q1 2023. 246 funds tracked by Wall St. Rank hold SVC as of Q3 2023.

  • C.M. Bidwell & Associates reported no remaining Service Properties Trust position as of Q3 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 3,674 Service Properties Trust shares in Q3 2023, an estimated $160K.
  • C.M. Bidwell & Associates first reported a position in Service Properties Trust in Q4 2022 and held it in 3 quarters.
  • C.M. Bidwell & Associates's Service Properties Trust position peaked at $183K in Q1 2023.
  • 246 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.