Kelly Financial Services’s Service Properties Trust SVC Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-71	Closed	-$1.83K	–	672
2024 Q2	$1.83K	Hold	71	–	–	﹤0.01%	594
2024 Q1	$2.41K	Hold	71	–	–	﹤0.01%	575
2023 Q4	$3.04K	Hold	71	–	–	﹤0.01%	536
2023 Q3	$2.74K	Hold	71	–	–	﹤0.01%	520
2023 Q2	$3.09K	Hold	71	–	–	﹤0.01%	507
2023 Q1	$3.55K	Hold	71	–	–	﹤0.01%	472
2022 Q4	$2.6K	Hold	71	–	–	﹤0.01%	484
2022 Q3	$1.85K	Hold	71	–	–	﹤0.01%	516
2022 Q2	$1.86K	Hold	71	–	–	﹤0.01%	506
2022 Q1	$3.14K	Hold	71	–	–	﹤0.01%	478
2021 Q4	$3.13K	Hold	71	–	–	﹤0.01%	490
2021 Q3	$3.99K	Hold	71	–	–	﹤0.01%	454
2021 Q2	$4.49K	Hold	71	–	–	﹤0.01%	437
2021 Q1	$4.22K	Hold	71	–	–	﹤0.01%	422
2020 Q4	$4.09K	Hold	71	–	–	﹤0.01%	390
2020 Q3	$2.83K	Hold	71	–	–	﹤0.01%	400
2020 Q2	$2.52K	Hold	71	–	–	﹤0.01%	406
2020 Q1	$1.92K	Hold	71	–	–	﹤0.01%	394
2019 Q4	$8.66K	Hold	71	–	–	0.01%	242
2019 Q3	$9.18K	Hold	71	–	–	0.01%	234
2019 Q2	$8.9K	Hold	71	–	–	0.01%	236
2019 Q1	$9.37K	Buy	+71	New	+$9.37K	0.01%	230

Other funds holding SVC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kelly Financial Services's SVC Position: Q3 2024 in Review

Kelly Financial Services sold out of Service Properties Trust (SVC) in Q3 2024, closing a stake of 71 shares — an estimated $1.83K sold.

Kelly Financial Services first reported a position in SVC in Q1 2019 and held it in 22 quarters. The position peaked at $9.37K in Q1 2019. 245 funds tracked by Wall St. Rank hold SVC as of Q3 2024.

Kelly Financial Services reported no remaining Service Properties Trust position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 71 Service Properties Trust shares in Q3 2024, an estimated $1.83K.
Kelly Financial Services first reported a position in Service Properties Trust in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Service Properties Trust position peaked at $9.37K in Q1 2019.
245 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.