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 $5.7T 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return