Luther King Capital Management (LKCM)
SVC

Luther King Capital Management (LKCM)’s Service Properties Trust SVC Stock Holding History

Luther King Capital Management (LKCM)’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
Q3 		– Sell
-5,423
Closed -$139K – 621
2024
Q2 		$139K Buy
5,423
+623
+13% +$17.9K ﹤0.01% 587
2024
Q1 		$163K Buy
+4,800
New +$178K ﹤0.01% 588

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State Street
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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
CM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Luther King Capital Management (LKCM)'s SVC Position: Q3 2024 in Review

Luther King Capital Management (LKCM) sold out of Service Properties Trust (SVC) in Q3 2024, closing a stake of 5,423 shares — an estimated $139K sold.

Luther King Capital Management (LKCM) first reported a position in SVC in Q1 2024 and held it in 2 quarters. The position peaked at $163K in Q1 2024. 245 funds tracked by Wall St. Rank hold SVC as of Q3 2024.

  • Luther King Capital Management (LKCM) reported no remaining Service Properties Trust position as of Q3 2024 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 5,423 Service Properties Trust shares in Q3 2024, an estimated $139K.
  • Luther King Capital Management (LKCM) first reported a position in Service Properties Trust in Q1 2024 and held it in 2 quarters.
  • Luther King Capital Management (LKCM)'s Service Properties Trust position peaked at $163K in Q1 2024.
  • 245 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2024.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2024, filed 8 Nov 2024.