IRAG
SVC

Investment Research & Advisory Group’s Service Properties Trust SVC Stock Holding History

Investment Research & Advisory Group’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
-160
Closed -$4K – 179
2022
Q2 		$4K Hold
160
– – ﹤0.01% 166
2022
Q1 		$7K Hold
160
– – ﹤0.01% 166
2021
Q4 		$7K Hold
160
– – ﹤0.01% 172
2021
Q3 		$9K Hold
160
– – 0.01% 133
2021
Q2 		$10K Hold
160
– – 0.01% 135
2021
Q1 		$9K Hold
160
– – 0.01% 126
2020
Q4 		$9K Hold
160
– – 0.01% 129
2020
Q3 		$6K Hold
160
– – 0.01% 135
2020
Q2 		$6K Hold
160
– – 0.01% 135
2020
Q1 		$4K Hold
160
– – ﹤0.01% 138
2019
Q4 		$19K Buy
+160
New +$19.5K 0.02% 134

Other funds holding SVC

BlackRock
BlackRock New York $5.72T 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 $920M 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