HPC
SVT

HM Payson & Co’s Servotronics SVT Stock Holding History

HM Payson & Co’s Portfolio SVT Stock Details SVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,199
Closed -$18K – 1135
2022
Q1 		$18K Buy
+1,199
New +$16.9K ﹤0.01% 767

Other funds holding SVT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HM Payson & Co's SVT Position: Q2 2022 in Review

HM Payson & Co sold out of Servotronics (SVT) in Q2 2022, closing a stake of 1,199 shares — an estimated $18K sold.

HM Payson & Co first reported a position in SVT in Q1 2022 and held it in 1 quarter. The position peaked at $18K in Q1 2022. 9 funds tracked by Wall St. Rank hold SVT as of Q2 2022.

  • HM Payson & Co reported no remaining Servotronics position as of Q2 2022 after selling out during the quarter.
  • HM Payson & Co sold 1,199 Servotronics shares in Q2 2022, an estimated $18K.
  • HM Payson & Co first reported a position in Servotronics in Q1 2022 and held it in 1 quarter.
  • HM Payson & Co's Servotronics position peaked at $18K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Servotronics as of Q2 2022.

Based on HM Payson & Co's 13F filing for Q2 2022, filed 15 Aug 2022.