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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sandy Spring Bank's SVC Position: Q2 2024 in Review

Sandy Spring Bank sold out of Service Properties Trust (SVC) in Q2 2024, closing a stake of 60 shares — an estimated $2.03K sold.

Sandy Spring Bank first reported a position in SVC in Q1 2015 and held it in 12 quarters. The position peaked at $15K in Q2 2017. 234 funds tracked by Wall St. Rank hold SVC as of Q2 2024.

Sandy Spring Bank reported no remaining Service Properties Trust position as of Q2 2024 after selling out during the quarter.
Sandy Spring Bank sold 60 Service Properties Trust shares in Q2 2024, an estimated $2.03K.
Sandy Spring Bank first reported a position in Service Properties Trust in Q1 2015 and held it in 12 quarters.
Sandy Spring Bank's Service Properties Trust position peaked at $15K in Q2 2017.
234 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2024.

Based on Sandy Spring Bank's 13F filing for Q2 2024, filed 6 Aug 2024.