OPS
SVC

Orion Portfolio Solutions’s Service Properties Trust SVC Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-262
Closed -$9K – 1846
2020
Q2 		$9K Buy
262
+191
+269% +$6.65K ﹤0.01% 1258
2020
Q1 		$2K Sell
71
-22
-24% -$1.97K ﹤0.01% 1629
2019
Q4 		$11K Buy
+93
New +$11.3K ﹤0.01% 972

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 $3.37T AUM 44.26% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Orion Portfolio Solutions's SVC Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Service Properties Trust (SVC) in Q3 2020, closing a stake of 262 shares — an estimated $9K sold.

Orion Portfolio Solutions first reported a position in SVC in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 281 funds tracked by Wall St. Rank hold SVC as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Service Properties Trust position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 262 Service Properties Trust shares in Q3 2020, an estimated $9K.
  • Orion Portfolio Solutions first reported a position in Service Properties Trust in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Service Properties Trust position peaked at $11K in Q4 2019.
  • 281 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.