SIMG
SVC

Sonora Investment Management Group’s Service Properties Trust SVC Stock Holding History

Sonora Investment Management Group’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
2022
Q4 		– Sell
-2,205
Closed -$58K – 276
2022
Q3 		$58K Hold
2,205
– – 0.01% 206
2022
Q2 		$58K Hold
2,205
– – 0.01% 241
2022
Q1 		$97K Hold
2,205
– – 0.01% 221
2021
Q4 		$97K Buy
+2,205
New +$112K 0.01% 211

Other funds holding SVC

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Vanguard Group
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State Street
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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
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