MWM
SVC

Moran Wealth Management’s Service Properties Trust SVC Stock Holding History

Moran Wealth Management’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
-50,307
Closed -$2.19M – 424
2023
Q2 		$2.19M Sell
50,307
-3,450
-6% -$152K 0.08% 216
2023
Q1 		$2.68M Buy
53,757
+7,880
+17% +$364K 0.1% 199
2022
Q4 		$1.67M Buy
+45,877
New +$1.68M 0.06% 223

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

Moran Wealth Management's SVC Position: Q3 2023 in Review

Moran Wealth Management sold out of Service Properties Trust (SVC) in Q3 2023, closing a stake of 50,307 shares — an estimated $2.19M sold.

Moran Wealth Management first reported a position in SVC in Q4 2022 and held it in 3 quarters. The position peaked at $2.68M in Q1 2023. 246 funds tracked by Wall St. Rank hold SVC as of Q3 2023.

  • Moran Wealth Management reported no remaining Service Properties Trust position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 50,307 Service Properties Trust shares in Q3 2023, an estimated $2.19M.
  • Moran Wealth Management first reported a position in Service Properties Trust in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's Service Properties Trust position peaked at $2.68M in Q1 2023.
  • 246 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.