Ken Fisher’s Service Properties Trust SVC Stock Holding History

Ken Fisher’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 Q4	–	Sell	-60	Closed	-$2.3K	–	1116
2023 Q3	$2.3K	Hold	60	–	–	﹤0.01%	1136
2023 Q2	$2.6K	Hold	60	–	–	﹤0.01%	1131
2023 Q1	$2.98K	Buy	+60	New	+$2.77K	﹤0.01%	1088

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ken Fisher's SVC Position: Q4 2023 in Review

Ken Fisher sold out of Service Properties Trust (SVC) in Q4 2023, closing a stake of 60 shares — an estimated $2.3K sold.

Ken Fisher first reported a position in SVC in Q1 2023 and held it in 3 quarters. The position peaked at $2.98K in Q1 2023. 244 funds tracked by Wall St. Rank hold SVC as of Q4 2023.

Ken Fisher reported no remaining Service Properties Trust position as of Q4 2023 after selling out during the quarter.
Ken Fisher sold 60 Service Properties Trust shares in Q4 2023, an estimated $2.3K.
Ken Fisher first reported a position in Service Properties Trust in Q1 2023 and held it in 3 quarters.
Ken Fisher's Service Properties Trust position peaked at $2.98K in Q1 2023.
244 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.