MIFH
SVC

Migdal Insurance & Financial Holdings’s Service Properties Trust SVC Stock Holding History

Migdal Insurance & Financial Holdings’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
2021
Q4 		– Sell
-541
Closed -$30K – 732
2021
Q3 		$30K Sell
541
-599
-53% -$34.1K ﹤0.01% 518
2021
Q2 		$72K Sell
1,140
-4
-0.3% -$248 ﹤0.01% 447
2021
Q1 		$68K Buy
1,144
+271
+31% +$16.3K ﹤0.01% 513
2020
Q4 		$50K Buy
+873
New +$44.4K ﹤0.01% 537

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
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
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Migdal Insurance & Financial Holdings's SVC Position: Q4 2021 in Review

Migdal Insurance & Financial Holdings sold out of Service Properties Trust (SVC) in Q4 2021, closing a stake of 541 shares — an estimated $30K sold.

Migdal Insurance & Financial Holdings first reported a position in SVC in Q4 2020 and held it in 4 quarters. The position peaked at $72K in Q2 2021. 252 funds tracked by Wall St. Rank hold SVC as of Q4 2021.

  • Migdal Insurance & Financial Holdings reported no remaining Service Properties Trust position as of Q4 2021 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 541 Service Properties Trust shares in Q4 2021, an estimated $30K.
  • Migdal Insurance & Financial Holdings first reported a position in Service Properties Trust in Q4 2020 and held it in 4 quarters.
  • Migdal Insurance & Financial Holdings's Service Properties Trust position peaked at $72K in Q2 2021.
  • 252 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2021.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2021, filed 2 Feb 2022.