JFG
SVC

Jefferies Financial Group’s Service Properties Trust SVC Stock Holding History

Jefferies Financial 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
2025
Q3 		– Sell
-8,739
Closed -$104K – 1672
2025
Q2 		$104K Buy
+8,739
New +$94.4K ﹤0.01% 1172
2024
Q4 		– Sell
-4,228
Closed -$96.4K – 1839
2024
Q3 		$96.4K Buy
+4,228
New +$105K ﹤0.01% 1306
2023
Q4 		– Sell
-8,200
Closed -$315K – 1983
2023
Q3 		$315K Hold
8,200
– – ﹤0.01% 1213
2023
Q2 		$356K Buy
8,200
+4,100
+100% +$180K ﹤0.01% 1276
2023
Q1 		$204K Sell
4,100
-4,900
-54% -$227K ﹤0.01% 1349
2022
Q4 		$328K Buy
+9,000
New +$330K ﹤0.01% 1179

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NCM
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CM
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Goldman Sachs
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SAG
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return