SGC
SVC

Slocum, Gordon & Co’s Service Properties Trust SVC Stock Holding History

Slocum, Gordon & 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
2024
Q1 		– Sell
-300
Closed -$12.8K – 136
2023
Q4 		$12.8K Buy
+300
New +$11.3K 0.01% 112

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

Slocum, Gordon & Co's SVC Position: Q1 2024 in Review

Slocum, Gordon & Co sold out of Service Properties Trust (SVC) in Q1 2024, closing a stake of 300 shares — an estimated $12.8K sold.

Slocum, Gordon & Co first reported a position in SVC in Q4 2023 and held it in 1 quarter. The position peaked at $12.8K in Q4 2023. 242 funds tracked by Wall St. Rank hold SVC as of Q1 2024.

  • Slocum, Gordon & Co reported no remaining Service Properties Trust position as of Q1 2024 after selling out during the quarter.
  • Slocum, Gordon & Co sold 300 Service Properties Trust shares in Q1 2024, an estimated $12.8K.
  • Slocum, Gordon & Co first reported a position in Service Properties Trust in Q4 2023 and held it in 1 quarter.
  • Slocum, Gordon & Co's Service Properties Trust position peaked at $12.8K in Q4 2023.
  • 242 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2024.

Based on Slocum, Gordon & Co's 13F filing for Q1 2024, filed 2 May 2024.