RBC
SVC

Romano Brothers & Co’s Service Properties Trust SVC Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-1,004
Closed -$36.6K – 893
2022
Q4 		$36.6K Buy
+1,004
New +$36.8K 0.01% 520

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

Romano Brothers & Co's SVC Position: Q1 2023 in Review

Romano Brothers & Co sold out of Service Properties Trust (SVC) in Q1 2023, closing a stake of 1,004 shares — an estimated $36.6K sold.

Romano Brothers & Co first reported a position in SVC in Q4 2022 and held it in 1 quarter. The position peaked at $36.6K in Q4 2022. 250 funds tracked by Wall St. Rank hold SVC as of Q1 2023.

  • Romano Brothers & Co reported no remaining Service Properties Trust position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,004 Service Properties Trust shares in Q1 2023, an estimated $36.6K.
  • Romano Brothers & Co first reported a position in Service Properties Trust in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Service Properties Trust position peaked at $36.6K in Q4 2022.
  • 250 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.