FIM
SVC

Freedom Investment Management’s Service Properties Trust SVC Stock Holding History

Freedom Investment 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
2022
Q4 		– Sell
-22,544
Closed -$585K – 781
2022
Q3 		$585K Sell
22,544
-602
-3% -$20K 0.07% 366
2022
Q2 		$605K Buy
23,146
+10,000
+76% +$345K 0.06% 383
2022
Q1 		$580K Buy
13,146
+6,448
+96% +$281K 0.05% 432
2021
Q4 		$294K Sell
6,698
-297
-4% -$15.1K 0.02% 681
2021
Q3 		$392K Buy
6,995
+393
+6% +$22.4K 0.03% 578
2021
Q2 		$416K Buy
6,602
+374
+6% +$23.2K 0.03% 595
2021
Q1 		$369K Buy
+6,228
New +$374K 0.03% 615
2018
Q2 		– Sell
-3,221
Closed -$408K – 1122
2018
Q1 		$408K Buy
3,221
+437
+16% +$58.8K 0.02% 731
2017
Q4 		$416K Buy
2,784
+511
+22% +$75.1K 0.02% 717
2017
Q3 		$324K Buy
2,273
+331
+17% +$46.6K 0.02% 809
2017
Q2 		$283K Buy
1,942
+205
+12% +$31.3K 0.02% 812
2017
Q1 		$274K Buy
1,737
+186
+12% +$29.1K 0.02% 820
2016
Q4 		$246K Sell
1,551
-1,384
-47% -$201K 0.02% 781
2016
Q3 		$436K Buy
+2,935
New +$448K 0.03% 496

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Freedom Investment Management's SVC Position: Q4 2022 in Review

Freedom Investment Management sold out of Service Properties Trust (SVC) in Q4 2022, closing a stake of 22,544 shares — an estimated $585K sold.

Freedom Investment Management first reported a position in SVC in Q3 2016 and held it in 14 quarters. The position peaked at $605K in Q2 2022. 244 funds tracked by Wall St. Rank hold SVC as of Q4 2022.

  • Freedom Investment Management reported no remaining Service Properties Trust position as of Q4 2022 after selling out during the quarter.
  • Freedom Investment Management sold 22,544 Service Properties Trust shares in Q4 2022, an estimated $585K.
  • Freedom Investment Management first reported a position in Service Properties Trust in Q3 2016 and held it in 14 quarters.
  • Freedom Investment Management's Service Properties Trust position peaked at $605K in Q2 2022.
  • 244 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2022.

Based on Freedom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.