Loomis, Sayles & Company
SVC

Loomis, Sayles & Company’s Service Properties Trust SVC Stock Holding History

Loomis, Sayles & Company’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
Q1 		– Sell
-32
Closed -$1K – 937
2023
Q4 		$1K Buy
32
+19
+146% +$718 ﹤0.01% 966
2023
Q3 		$1K Buy
13
+9
+225% +$374 ﹤0.01% 900
2023
Q2 		$0 Buy
+4
New +$176 ﹤0.01% 1066
2021
Q2 		– Sell
-73
Closed -$4K – 907
2021
Q1 		$4K Buy
73
+23
+46% +$1.38K ﹤0.01% 824
2020
Q4 		$3K Buy
+50
New +$2.54K ﹤0.01% 782
2019
Q1 		– Sell
-105
Closed -$13K – 861
2018
Q4 		$13K Sell
105
-124
-54% -$16.2K ﹤0.01% 764
2018
Q3 		$33K Hold
229
– – ﹤0.01% 656
2018
Q2 		$33K Hold
229
– – ﹤0.01% 696
2018
Q1 		$29K Buy
+229
New +$30.8K ﹤0.01% 717
2016
Q3 		– Sell
-9,661
Closed -$1.39M – 1066
2016
Q2 		$1.39M Buy
+9,661
New +$1.27M ﹤0.01% 562

Other funds holding SVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Loomis, Sayles & Company's SVC Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Service Properties Trust (SVC) in Q1 2024, closing a stake of 32 shares — an estimated $1K sold.

Loomis, Sayles & Company first reported a position in SVC in Q2 2016 and held it in 10 quarters. The position peaked at $1.39M in Q2 2016. 241 funds tracked by Wall St. Rank hold SVC as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Service Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 32 Service Properties Trust shares in Q1 2024, an estimated $1K.
  • Loomis, Sayles & Company first reported a position in Service Properties Trust in Q2 2016 and held it in 10 quarters.
  • Loomis, Sayles & Company's Service Properties Trust position peaked at $1.39M in Q2 2016.
  • 241 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.