James Investment Research’s Servotronics SVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,732
| Closed | -$18K | – | 499 |
|
|
2023
Q1 | $18K | Hold |
1,732
| – | – | ﹤0.01% | 445 |
|
|
2022
Q4 | $18K | Hold |
1,732
| – | – | ﹤0.01% | 451 |
|
|
2022
Q3 | $19K | Hold |
1,732
| – | – | ﹤0.01% | 446 |
|
|
2022
Q2 | $19K | Hold |
1,732
| – | – | ﹤0.01% | 429 |
|
|
2022
Q1 | $25K | Hold |
1,732
| – | – | ﹤0.01% | 405 |
|
|
2021
Q4 | $22K | Sell |
1,732
-103
| -6% | -$1.27K | ﹤0.01% | 433 |
|
|
2021
Q3 | $21K | Hold |
1,835
| – | – | ﹤0.01% | 429 |
|
|
2021
Q2 | $16K | Sell |
1,835
-130
| -7% | -$1.05K | ﹤0.01% | 444 |
|
|
2021
Q1 | $17K | Hold |
1,965
| – | – | ﹤0.01% | 426 |
|
|
2020
Q4 | $17K | Hold |
1,965
| – | – | ﹤0.01% | 452 |
|
|
2020
Q3 | $16K | Hold |
1,965
| – | – | ﹤0.01% | 407 |
|
|
2020
Q2 | $15K | Hold |
1,965
| – | – | ﹤0.01% | 389 |
|
|
2020
Q1 | $14K | Hold |
1,965
| – | – | ﹤0.01% | 374 |
|
|
2019
Q4 | $20K | Hold |
1,965
| – | – | ﹤0.01% | 432 |
|
|
2019
Q3 | $19K | Hold |
1,965
| – | – | ﹤0.01% | 475 |
|
|
2019
Q2 | $19K | Hold |
1,965
| – | – | ﹤0.01% | 563 |
|
|
2019
Q1 | $24K | Hold |
1,965
| – | – | ﹤0.01% | 690 |
|
|
2018
Q4 | $20K | Hold |
1,965
| – | – | ﹤0.01% | 709 |
|
|
2018
Q3 | $21K | Hold |
1,965
| – | – | ﹤0.01% | 735 |
|
|
2018
Q2 | $18K | Hold |
1,965
| – | – | ﹤0.01% | 738 |
|
|
2018
Q1 | $19K | Hold |
1,965
| – | – | ﹤0.01% | 732 |
|
|
2017
Q4 | $22K | Hold |
1,965
| – | – | ﹤0.01% | 713 |
|
|
2017
Q3 | $17K | Sell |
1,965
-50
| -2% | -$463 | ﹤0.01% | 703 |
|
|
2017
Q2 | $18K | Hold |
2,015
| – | – | ﹤0.01% | 670 |
|
|
2017
Q1 | $23K | Hold |
2,015
| – | – | ﹤0.01% | 590 |
|
|
2016
Q4 | $21K | Hold |
2,015
| – | – | ﹤0.01% | 469 |
|
|
2016
Q3 | $23K | Buy |
2,015
+114
| +6% | +$1.18K | ﹤0.01% | 459 |
|
|
2016
Q2 | $18K | Buy |
1,901
+36
| +2% | +$305 | ﹤0.01% | 419 |
|
|
2016
Q1 | $14K | Hold |
1,865
| – | – | ﹤0.01% | 414 |
|
|
2015
Q4 | $15K | Hold |
1,865
| – | – | ﹤0.01% | 438 |
|
|
2015
Q3 | $13K | Hold |
1,865
| – | – | ﹤0.01% | 443 |
|
|
2015
Q2 | $12K | Hold |
1,865
| – | – | ﹤0.01% | 479 |
|
|
2015
Q1 | $13K | Hold |
1,865
| – | – | ﹤0.01% | 481 |
|
|
2014
Q4 | $12K | Hold |
1,865
| – | – | ﹤0.01% | 481 |
|
|
2014
Q3 | $14K | Hold |
1,865
| – | – | ﹤0.01% | 470 |
|
|
2014
Q2 | $13K | Hold |
1,865
| – | – | ﹤0.01% | 474 |
|
|
2014
Q1 | $14K | Hold |
1,865
| – | – | ﹤0.01% | 466 |
|
|
2013
Q4 | $15K | Hold |
1,865
| – | – | ﹤0.01% | 460 |
|
|
2013
Q3 | $16K | Hold |
1,865
| – | – | ﹤0.01% | 451 |
|
|
2013
Q2 | $15K | Buy |
+1,865
| New | +$14.3K | ﹤0.01% | 441 |
|
Other funds holding SVT
OC
BCM
CC
TRCT
James Investment Research's SVT Position: Q2 2023 in Review
James Investment Research sold out of Servotronics (SVT) in Q2 2023, closing a stake of 1,732 shares — an estimated $18K sold.
James Investment Research first reported a position in SVT in Q2 2013 and held it in 40 quarters. The position peaked at $25K in Q1 2022. 11 funds tracked by Wall St. Rank hold SVT as of Q2 2023.
- James Investment Research reported no remaining Servotronics position as of Q2 2023 after selling out during the quarter.
- James Investment Research sold 1,732 Servotronics shares in Q2 2023, an estimated $18K.
- James Investment Research first reported a position in Servotronics in Q2 2013 and held it in 40 quarters.
- James Investment Research's Servotronics position peaked at $25K in Q1 2022.
- 11 funds tracked by Wall St. Rank held Servotronics as of Q2 2023.
Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.