JIM
SVC

Jupiter Investment Management’s Service Properties Trust SVC Stock Holding History

Jupiter Investment Management’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
2020
Q1 		– Sell
-7,083
Closed -$861K – 480
2019
Q4 		$861K Buy
7,083
+423
+6% +$51.5K 0.01% 327
2019
Q3 		$858K Sell
6,660
-3,792
-36% -$469K 0.01% 361
2019
Q2 		$1.31M Buy
+10,452
New +$1.34M 0.01% 242

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jupiter Investment Management's SVC Position: Q1 2020 in Review

Jupiter Investment Management sold out of Service Properties Trust (SVC) in Q1 2020, closing a stake of 7,083 shares — an estimated $861K sold.

Jupiter Investment Management first reported a position in SVC in Q2 2019 and held it in 3 quarters. The position peaked at $1.31M in Q2 2019. 316 funds tracked by Wall St. Rank hold SVC as of Q1 2020.

  • Jupiter Investment Management reported no remaining Service Properties Trust position as of Q1 2020 after selling out during the quarter.
  • Jupiter Investment Management sold 7,083 Service Properties Trust shares in Q1 2020, an estimated $861K.
  • Jupiter Investment Management first reported a position in Service Properties Trust in Q2 2019 and held it in 3 quarters.
  • Jupiter Investment Management's Service Properties Trust position peaked at $1.31M in Q2 2019.
  • 316 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2020.

Based on Jupiter Investment Management's 13F filing for Q1 2020, filed 23 Apr 2020.