SSB
SVC

Sandy Spring Bank’s Service Properties Trust SVC Stock Holding History

Sandy Spring Bank’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
2024
Q2 		– Sell
-60
Closed -$2.03K – 1334
2024
Q1 		$2.03K Buy
+60
New +$2.23K ﹤0.01% 1051
2018
Q4 		– Sell
-10
Closed -$1K – 799
2018
Q3 		$1K Buy
+10
New +$1.43K ﹤0.01% 765
2017
Q3 		– Sell
-100
Closed -$15K – 845
2017
Q2 		$15K Buy
100
+13
+15% +$1.99K ﹤0.01% 622
2017
Q1 		$14K Hold
87
– – ﹤0.01% 643
2016
Q4 		$14K Hold
87
– – ﹤0.01% 610
2016
Q3 		$13K Hold
87
– – ﹤0.01% 597
2016
Q2 		$13K Hold
87
– – ﹤0.01% 614
2016
Q1 		$12K Hold
87
– – ﹤0.01% 638
2015
Q4 		$11K Sell
87
-1
-1% -$134 ﹤0.01% 639
2015
Q3 		$11K Hold
88
– – ﹤0.01% 636
2015
Q2 		$13K Hold
88
– – ﹤0.01% 649
2015
Q1 		$14K Buy
+88
New +$14K ﹤0.01% 631

Other funds holding SVC

BlackRock
BlackRock New York $5.7T 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return