RG
SVC

Retirement Group’s Service Properties Trust SVC Stock Holding History

Retirement 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
2022
Q3 		– Sell
-41
Closed -$1K – 775
2022
Q2 		$1K Hold
41
– – ﹤0.01% 711
2022
Q1 		$2K Hold
41
– – ﹤0.01% 641
2021
Q4 		$2K Hold
41
– – ﹤0.01% 620
2021
Q3 		$2K Hold
41
– – ﹤0.01% 533
2021
Q2 		$3K Hold
41
– – ﹤0.01% 544
2021
Q1 		$2K Hold
41
– – ﹤0.01% 647
2020
Q4 		$2K Hold
41
– – ﹤0.01% 583
2020
Q3 		$2K Hold
41
– – ﹤0.01% 574
2020
Q2 		$1K Buy
+41
New +$1.43K ﹤0.01% 618
2019
Q4 		$5K Buy
+40
New +$4.87K ﹤0.01% 459

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Retirement Group's SVC Position: Q3 2022 in Review

Retirement Group sold out of Service Properties Trust (SVC) in Q3 2022, closing a stake of 41 shares — an estimated $1K sold.

Retirement Group first reported a position in SVC in Q4 2019 and held it in 10 quarters. The position peaked at $5K in Q4 2019. 233 funds tracked by Wall St. Rank hold SVC as of Q3 2022.

  • Retirement Group reported no remaining Service Properties Trust position as of Q3 2022 after selling out during the quarter.
  • Retirement Group sold 41 Service Properties Trust shares in Q3 2022, an estimated $1K.
  • Retirement Group first reported a position in Service Properties Trust in Q4 2019 and held it in 10 quarters.
  • Retirement Group's Service Properties Trust position peaked at $5K in Q4 2019.
  • 233 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2022.

Based on Retirement Group's 13F filing for Q3 2022, filed 14 Nov 2022.