SSG
SVC

Summit Securities Group’s Service Properties Trust SVC Stock Holding History

Summit Securities 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
2024
Q4 		– Sell
-178
Closed -$4K – 880
2024
Q3 		$4K Buy
+178
New +$4.43K ﹤0.01% 440
2015
Q3 		– Sell
-84
Closed -$12K – 511
2015
Q2 		$12K Buy
+84
New +$12.8K 0.01% 362

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
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Summit Securities Group's SVC Position: Q4 2024 in Review

Summit Securities Group sold out of Service Properties Trust (SVC) in Q4 2024, closing a stake of 178 shares — an estimated $4K sold.

Summit Securities Group first reported a position in SVC in Q2 2015 and held it in 2 quarters. The position peaked at $12K in Q2 2015. 223 funds tracked by Wall St. Rank hold SVC as of Q4 2024.

  • Summit Securities Group reported no remaining Service Properties Trust position as of Q4 2024 after selling out during the quarter.
  • Summit Securities Group sold 178 Service Properties Trust shares in Q4 2024, an estimated $4K.
  • Summit Securities Group first reported a position in Service Properties Trust in Q2 2015 and held it in 2 quarters.
  • Summit Securities Group's Service Properties Trust position peaked at $12K in Q2 2015.
  • 223 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2024.

Based on Summit Securities Group's 13F filing for Q4 2024, filed 12 Feb 2025.