CIAM
SVT

Caitong International Asset Management’s Servotronics SVT Stock Holding History

Caitong International Asset Management’s Portfolio SVT Stock Details SVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13
Closed -$144 – 2518
2024
Q4 		$144 Buy
+13
New +$150 ﹤0.01% 1599

Other funds holding SVT

OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Caitong International Asset Management's SVT Position: Q1 2025 in Review

Caitong International Asset Management sold out of Servotronics (SVT) in Q1 2025, closing a stake of 13 shares — an estimated $144 sold.

Caitong International Asset Management first reported a position in SVT in Q4 2024 and held it in 1 quarter. The position peaked at $144 in Q4 2024. 14 funds tracked by Wall St. Rank hold SVT as of Q1 2025.

  • Caitong International Asset Management reported no remaining Servotronics position as of Q1 2025 after selling out during the quarter.
  • Caitong International Asset Management sold 13 Servotronics shares in Q1 2025, an estimated $144.
  • Caitong International Asset Management first reported a position in Servotronics in Q4 2024 and held it in 1 quarter.
  • Caitong International Asset Management's Servotronics position peaked at $144 in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Servotronics as of Q1 2025.

Based on Caitong International Asset Management's 13F filing for Q1 2025, filed 13 May 2025.