PVH
SVC

Psagot Value Holdings’s Service Properties Trust SVC Stock Holding History

Psagot Value 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
2023
Q2 		– Sell
-14
Closed -$1K – 619
2023
Q1 		$1K Buy
+14
New +$647 ﹤0.01% 477
2017
Q2 		– Sell
-600
Closed -$95K – 345
2017
Q1 		$95K Hold
600
– – ﹤0.01% 243
2016
Q4 		$95K Sell
600
-100
-14% -$14.5K ﹤0.01% 233
2016
Q3 		$104K Sell
700
-300
-30% -$45.7K ﹤0.01% 239
2016
Q2 		$144K Hold
1,000
– – 0.01% 212
2016
Q1 		$133K Hold
1,000
– – 0.01% 260
2015
Q4 		$131K Sell
1,000
-7
-0.7% -$941 ﹤0.01% 267
2015
Q3 		$128K Sell
1,007
-201
-17% -$27.2K ﹤0.01% 267
2015
Q2 		$173K Hold
1,208
– – 0.01% 260
2015
Q1 		$198K Hold
1,208
– – 0.01% 238
2014
Q4 		$186K Sell
1,208
-202
-14% -$29.8K 0.01% 242
2014
Q3 		$188K Hold
1,410
– – 0.01% 221
2014
Q2 		$213K Sell
1,410
-1,064
-43% -$155K 0.01% 222
2014
Q1 		$353K Sell
2,474
-516
-17% -$68.7K 0.01% 214
2013
Q4 		$401K Sell
2,990
-1,281
-30% -$178K 0.01% 215
2013
Q3 		$600K Buy
4,271
+847
+25% +$117K 0.02% 191
2013
Q2 		$447K Buy
+3,424
New +$482K 0.02% 186

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Psagot Value Holdings's SVC Position: Q2 2023 in Review

Psagot Value Holdings sold out of Service Properties Trust (SVC) in Q2 2023, closing a stake of 14 shares — an estimated $1K sold.

Psagot Value Holdings first reported a position in SVC in Q2 2013 and held it in 17 quarters. The position peaked at $600K in Q3 2013. 246 funds tracked by Wall St. Rank hold SVC as of Q2 2023.

  • Psagot Value Holdings reported no remaining Service Properties Trust position as of Q2 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 14 Service Properties Trust shares in Q2 2023, an estimated $1K.
  • Psagot Value Holdings first reported a position in Service Properties Trust in Q2 2013 and held it in 17 quarters.
  • Psagot Value Holdings's Service Properties Trust position peaked at $600K in Q3 2013.
  • 246 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2023.

Based on Psagot Value Holdings's 13F filing for Q2 2023, filed 3 Aug 2023.