CCP
SVC

Carmel Capital Partners’s Service Properties Trust SVC Stock Holding History

Carmel Capital 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
Q4 		– Sell
-1
Closed -$31 – 623
2023
Q3 		$31 Buy
+1
New +$42 ﹤0.01% 749

Other funds holding SVC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carmel Capital Partners's SVC Position: Q4 2023 in Review

Carmel Capital Partners sold out of Service Properties Trust (SVC) in Q4 2023, closing a stake of 1 share — an estimated $31 sold.

Carmel Capital Partners first reported a position in SVC in Q3 2023 and held it in 1 quarter. The position peaked at $31 in Q3 2023. 244 funds tracked by Wall St. Rank hold SVC as of Q4 2023.

  • Carmel Capital Partners reported no remaining Service Properties Trust position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 1 Service Properties Trust share in Q4 2023, an estimated $31.
  • Carmel Capital Partners first reported a position in Service Properties Trust in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Service Properties Trust position peaked at $31 in Q3 2023.
  • 244 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.