KFI
SVC

Key Financial Inc’s Service Properties Trust SVC Stock Holding History

Key Financial Inc’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
Q4 		– Sell
-15
Closed -$342 – 1401
2024
Q3 		$342 Hold
15
– – ﹤0.01% 1291
2024
Q2 		$386 Hold
15
– – ﹤0.01% 1269
2024
Q1 		$508 Hold
15
– – ﹤0.01% 1227
2023
Q4 		$640 Hold
15
– – ﹤0.01% 1214
2023
Q3 		$577 Hold
15
– – ﹤0.01% 1239
2023
Q2 		$652 Hold
15
– – ﹤0.01% 1279
2023
Q1 		$747 Hold
15
– – ﹤0.01% 1058
2022
Q4 		$389 Hold
15
– – ﹤0.01% 1112
2022
Q3 		$0 Hold
15
– – ﹤0.01% 1177
2022
Q2 		$0 Sell
15
-25
-63% -$863 ﹤0.01% 1157
2022
Q1 		$2K Buy
40
+25
+167% +$1.09K ﹤0.01% 947
2021
Q4 		$1K Hold
15
– – ﹤0.01% 922
2021
Q3 		$1K Hold
15
– – ﹤0.01% 887
2021
Q2 		$1K Hold
15
– – ﹤0.01% 834
2021
Q1 		$1K Buy
+15
New +$902 ﹤0.01% 746

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return