MMG
SVC

Monetary Management Group’s Service Properties Trust SVC Stock Holding History

Monetary Management Group’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
Q2 		– Sell
-600
Closed -$20.3K – 327
2024
Q1 		$20.3K Hold
600
– – 0.01% 297
2023
Q4 		$25.6K Hold
600
– – 0.01% 282
2023
Q3 		$23.1K Hold
600
– – 0.01% 282
2023
Q2 		$26.1K Hold
600
– – 0.01% 284
2023
Q1 		$29.9K Hold
600
– – 0.01% 278
2022
Q4 		$21.9K Buy
600
+200
+50% +$7.34K 0.01% 296
2022
Q3 		$10K Hold
400
– – ﹤0.01% 335
2022
Q2 		$10K Hold
400
– – ﹤0.01% 333
2022
Q1 		$18K Hold
400
– – ﹤0.01% 323
2021
Q4 		$18K Hold
400
– – ﹤0.01% 327
2021
Q3 		$22K Buy
+400
New +$22.8K 0.01% 306

Other funds holding SVC

BlackRock
BlackRock New York $5.7T 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return