FMII
SVC

Farmers & Merchants Investments Inc’s Service Properties Trust SVC Stock Holding History

Farmers & Merchants Investments Inc’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
Q1 		– Sell
-24
Closed -$300 – 1784
2024
Q4 		$300 Hold
24
– – ﹤0.01% 1734
2024
Q3 		$538 Hold
24
– – ﹤0.01% 1653
2024
Q2 		$607 Hold
24
– – ﹤0.01% 1604
2024
Q1 		$800 Hold
24
– – ﹤0.01% 1505
2023
Q4 		$1.01K Hold
24
– – ﹤0.01% 1442
2023
Q3 		$907 Hold
24
– – ﹤0.01% 1416
2023
Q2 		$1.02K Hold
24
– – ﹤0.01% 1387
2023
Q1 		$1.18K Hold
24
– – ﹤0.01% 1312
2022
Q4 		$860 Buy
24
+4
+20% +$147 ﹤0.01% 1456
2022
Q3 		$1K Buy
+20
New +$663 ﹤0.01% 1445
2020
Q1 		– Sell
-34
Closed -$4K – 875
2019
Q4 		$4K Buy
+34
New +$4.14K ﹤0.01% 788
2018
Q4 		– Sell
-40
Closed -$6K – 837
2018
Q3 		$6K Hold
40
– – ﹤0.01% 687
2018
Q2 		$6K Hold
40
– – ﹤0.01% 681
2018
Q1 		$5K Sell
40
-60
-60% -$8.07K ﹤0.01% 703
2017
Q4 		$15K Hold
100
– – ﹤0.01% 471
2017
Q3 		$14K Hold
100
– – ﹤0.01% 465
2017
Q2 		$15K Hold
100
– – ﹤0.01% 475
2017
Q1 		$16K Sell
100
-2,200
-96% -$345K ﹤0.01% 433
2016
Q4 		$365K Hold
2,300
– – 0.03% 206
2016
Q3 		$342K Buy
2,300
+2,200
+2,200% +$335K 0.04% 188
2016
Q2 		$14K Hold
100
– – ﹤0.01% 410
2016
Q1 		$13K Hold
100
– – ﹤0.01% 422
2015
Q4 		$13K Sell
100
-1
-1% -$134 ﹤0.01% 431
2015
Q3 		$13K Hold
101
– – ﹤0.01% 437
2015
Q2 		$14K Hold
101
– – ﹤0.01% 454
2015
Q1 		$16K Hold
101
– – ﹤0.01% 435
2014
Q4 		$16K Hold
101
– – ﹤0.01% 423
2014
Q3 		$13K Hold
101
– – ﹤0.01% 459
2014
Q2 		$15K Hold
101
– – ﹤0.01% 432
2014
Q1 		$14K Hold
101
– – ﹤0.01% 448
2013
Q4 		$14K Buy
+101
New +$14K ﹤0.01% 453

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Farmers & Merchants Investments Inc's SVC Position: Q1 2025 in Review

Farmers & Merchants Investments Inc sold out of Service Properties Trust (SVC) in Q1 2025, closing a stake of 24 shares — an estimated $300 sold.

Farmers & Merchants Investments Inc first reported a position in SVC in Q4 2013 and held it in 31 quarters. The position peaked at $365K in Q4 2016. 216 funds tracked by Wall St. Rank hold SVC as of Q1 2025.

  • Farmers & Merchants Investments Inc reported no remaining Service Properties Trust position as of Q1 2025 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 24 Service Properties Trust shares in Q1 2025, an estimated $300.
  • Farmers & Merchants Investments Inc first reported a position in Service Properties Trust in Q4 2013 and held it in 31 quarters.
  • Farmers & Merchants Investments Inc's Service Properties Trust position peaked at $365K in Q4 2016.
  • 216 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2025.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2025, filed 16 Apr 2025.