ECM
SVC

Evergreen Capital Management’s Service Properties Trust SVC Stock Holding History

Evergreen Capital Management’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
2025
Q2 		– Sell
-2,089
Closed -$27.3K – 1248
2025
Q1 		$27.3K Buy
+2,089
New +$28.3K ﹤0.01% 1086
2024
Q1 		– Sell
-2,134
Closed -$91.1K – 924
2023
Q4 		$91.1K Buy
2,134
+42
+2% +$1.59K ﹤0.01% 819
2023
Q3 		$80.4K Buy
2,092
+31
+2% +$1.29K ﹤0.01% 770
2023
Q2 		$89.6K Buy
+2,061
New +$90.5K ﹤0.01% 779
2021
Q4 		– Sell
-2,153
Closed -$121K – 652
2021
Q3 		$121K Sell
2,153
-114
-5% -$6.49K 0.01% 565
2021
Q2 		$143K Sell
2,267
-35
-2% -$2.17K 0.01% 514
2021
Q1 		$136K Sell
2,302
-47
-2% -$2.83K 0.01% 489
2020
Q4 		$135K Sell
2,349
-84
-3% -$4.27K 0.01% 432
2020
Q3 		$97K Sell
2,433
-532
-18% -$20.3K 0.01% 410
2020
Q2 		$105K Buy
+2,965
New +$103K 0.01% 379

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $5.75B AUM 39.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Evergreen Capital Management's SVC Position: Q2 2025 in Review

Evergreen Capital Management sold out of Service Properties Trust (SVC) in Q2 2025, closing a stake of 2,089 shares — an estimated $27.3K sold.

Evergreen Capital Management first reported a position in SVC in Q2 2020 and held it in 10 quarters. The position peaked at $143K in Q2 2021. 200 funds tracked by Wall St. Rank hold SVC as of Q2 2025.

  • Evergreen Capital Management reported no remaining Service Properties Trust position as of Q2 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 2,089 Service Properties Trust shares in Q2 2025, an estimated $27.3K.
  • Evergreen Capital Management first reported a position in Service Properties Trust in Q2 2020 and held it in 10 quarters.
  • Evergreen Capital Management's Service Properties Trust position peaked at $143K in Q2 2021.
  • 200 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.