Kayne Anderson Rudnick Investment Management’s Service Properties Trust SVC Stock Holding History

Kayne Anderson Rudnick 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
2023 Q1	–	Sell	-300	Closed	-$10.9K	–	811
2022 Q4	$10.9K	Hold	300	–	–	﹤0.01%	572
2022 Q3	$8K	Hold	300	–	–	﹤0.01%	563
2022 Q2	$8K	Hold	300	–	–	﹤0.01%	546
2022 Q1	$13K	Hold	300	–	–	﹤0.01%	526
2021 Q4	$13K	Hold	300	–	–	﹤0.01%	530
2021 Q3	$17K	Sell	300 -600	-67%	-$34.1K	﹤0.01%	507
2021 Q2	$57K	Hold	900	–	–	﹤0.01%	466
2021 Q1	$53K	Hold	900	–	–	﹤0.01%	457
2020 Q4	$52K	Buy	+900	New	+$45.7K	﹤0.01%	440

Other funds holding SVC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's SVC Position: Q1 2023 in Review

Kayne Anderson Rudnick Investment Management sold out of Service Properties Trust (SVC) in Q1 2023, closing a stake of 300 shares — an estimated $10.9K sold.

Kayne Anderson Rudnick Investment Management first reported a position in SVC in Q4 2020 and held it in 9 quarters. The position peaked at $57K in Q2 2021. 250 funds tracked by Wall St. Rank hold SVC as of Q1 2023.

Kayne Anderson Rudnick Investment Management reported no remaining Service Properties Trust position as of Q1 2023 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 300 Service Properties Trust shares in Q1 2023, an estimated $10.9K.
Kayne Anderson Rudnick Investment Management first reported a position in Service Properties Trust in Q4 2020 and held it in 9 quarters.
Kayne Anderson Rudnick Investment Management's Service Properties Trust position peaked at $57K in Q2 2021.
250 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2023.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2023, filed 16 May 2023.