GLLW
SVC

Graves Light Lenhart Wealth’s Service Properties Trust SVC Stock Holding History

Graves Light Lenhart Wealth’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
Q3 		– Sell
-13
Closed – – 539
2022
Q2 		$0 Buy
13
+2
+18% +$69 ﹤0.01% 689
2022
Q1 		$0 Hold
11
– – ﹤0.01% 747
2021
Q4 		$0 Hold
11
– – ﹤0.01% 780
2021
Q3 		$1K Hold
11
– – ﹤0.01% 709
2021
Q2 		$1K Hold
11
– – ﹤0.01% 711
2021
Q1 		$1K Hold
11
– – ﹤0.01% 712
2020
Q4 		$1K Buy
+11
New +$559 ﹤0.01% 695

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
FFL
Flat Footed LLC Wilson, Wyoming $300M AUM 86.47% 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
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