LM
SVC

Legg Mason’s Service Properties Trust SVC Stock Holding History

Legg Mason’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
2019
Q3 		– Sell
-262
Closed -$33K – 29
2019
Q2 		$33K Hold
262
– – 2.51% 20
2019
Q1 		$35K Hold
262
– – 2.63% 20
2018
Q4 		$32K Hold
262
– – 2.7% 18
2018
Q3 		$38K Buy
+262
New +$37.6K 2.25% 18

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legg Mason's SVC Position: Q3 2019 in Review

Legg Mason sold out of Service Properties Trust (SVC) in Q3 2019, closing a stake of 262 shares — an estimated $33K sold.

Legg Mason first reported a position in SVC in Q3 2018 and held it in 4 quarters. The position peaked at $38K in Q3 2018. 347 funds tracked by Wall St. Rank hold SVC as of Q3 2019.

  • Legg Mason reported no remaining Service Properties Trust position as of Q3 2019 after selling out during the quarter.
  • Legg Mason sold 262 Service Properties Trust shares in Q3 2019, an estimated $33K.
  • Legg Mason first reported a position in Service Properties Trust in Q3 2018 and held it in 4 quarters.
  • Legg Mason's Service Properties Trust position peaked at $38K in Q3 2018.
  • 347 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2019.

Based on Legg Mason's 13F filing for Q3 2019, filed 14 Nov 2019.