Lido Advisors
SVC

Lido Advisors’s Service Properties Trust SVC Stock Holding History

Lido Advisors’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
Q3 		– Sell
-8,845
Closed -$384K – 1305
2023
Q2 		$384K Sell
8,845
-3,345
-27% -$147K ﹤0.01% 825
2023
Q1 		$607K Buy
+12,190
New +$564K 0.01% 614

Other funds holding SVC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lido Advisors's SVC Position: Q3 2023 in Review

Lido Advisors sold out of Service Properties Trust (SVC) in Q3 2023, closing a stake of 8,845 shares — an estimated $384K sold.

Lido Advisors first reported a position in SVC in Q1 2023 and held it in 2 quarters. The position peaked at $607K in Q1 2023. 246 funds tracked by Wall St. Rank hold SVC as of Q3 2023.

  • Lido Advisors reported no remaining Service Properties Trust position as of Q3 2023 after selling out during the quarter.
  • Lido Advisors sold 8,845 Service Properties Trust shares in Q3 2023, an estimated $384K.
  • Lido Advisors first reported a position in Service Properties Trust in Q1 2023 and held it in 2 quarters.
  • Lido Advisors's Service Properties Trust position peaked at $607K in Q1 2023.
  • 246 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.