SAM
SVC

Smartleaf Asset Management’s Service Properties Trust SVC Stock Holding History

Smartleaf Asset Management’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
2025
Q1 		– Sell
-2
Closed -$19 – 2995
2024
Q4 		$19 Sell
2
-220
-99% -$3.56K ﹤0.01% 2912
2024
Q3 		$5.38K Buy
222
+95
+75% +$2.36K ﹤0.01% 2087
2024
Q2 		$3.12K Buy
+127
New +$3.65K ﹤0.01% 2033

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Smartleaf Asset Management's SVC Position: Q1 2025 in Review

Smartleaf Asset Management sold out of Service Properties Trust (SVC) in Q1 2025, closing a stake of 2 shares — an estimated $19 sold.

Smartleaf Asset Management first reported a position in SVC in Q2 2024 and held it in 3 quarters. The position peaked at $5.38K in Q3 2024. 216 funds tracked by Wall St. Rank hold SVC as of Q1 2025.

  • Smartleaf Asset Management reported no remaining Service Properties Trust position as of Q1 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 2 Service Properties Trust shares in Q1 2025, an estimated $19.
  • Smartleaf Asset Management first reported a position in Service Properties Trust in Q2 2024 and held it in 3 quarters.
  • Smartleaf Asset Management's Service Properties Trust position peaked at $5.38K in Q3 2024.
  • 216 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2025.

Based on Smartleaf Asset Management's 13F filing for Q1 2025, filed 14 May 2025.