SFM
SVC

Systematic Financial Management’s Service Properties Trust SVC Stock Holding History

Systematic Financial 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
2020
Q3 		– Sell
-8,150
Closed -$289K – 426
2020
Q2 		$289K Buy
8,150
+3,292
+68% +$115K 0.02% 391
2020
Q1 		$131K Sell
4,858
-439
-8% -$39.4K 0.01% 444
2019
Q4 		$644K Buy
5,297
+646
+14% +$78.7K 0.03% 278
2019
Q3 		$600K Sell
4,651
-2,315
-33% -$286K 0.03% 205
2019
Q2 		$871K Sell
6,966
-2,288
-25% -$293K 0.03% 414
2019
Q1 		$1.22M Sell
9,254
-114
-1% -$15K 0.04% 394
2018
Q4 		$1.12M Sell
9,368
-226
-2% -$29.5K 0.03% 407
2018
Q3 		$1.38M Sell
9,594
-919
-9% -$132K 0.03% 407
2018
Q2 		$1.5M Buy
+10,513
New +$1.42M 0.04% 326
2016
Q2 		– Sell
-13,055
Closed -$1.73M – 640
2016
Q1 		$1.73M Buy
13,055
+36
+0.3% +$4.37K 0.02% 406
2015
Q4 		$1.7M Sell
13,019
-4,063
-24% -$546K 0.02% 420
2015
Q3 		$2.17M Sell
17,082
-135
-0.8% -$18.3K 0.02% 391
2015
Q2 		$2.46M Buy
+17,217
New +$2.62M 0.02% 491

Other funds holding SVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Systematic Financial Management's SVC Position: Q3 2020 in Review

Systematic Financial Management sold out of Service Properties Trust (SVC) in Q3 2020, closing a stake of 8,150 shares — an estimated $289K sold.

Systematic Financial Management first reported a position in SVC in Q2 2015 and held it in 13 quarters. The position peaked at $2.46M in Q2 2015. 281 funds tracked by Wall St. Rank hold SVC as of Q3 2020.

  • Systematic Financial Management reported no remaining Service Properties Trust position as of Q3 2020 after selling out during the quarter.
  • Systematic Financial Management sold 8,150 Service Properties Trust shares in Q3 2020, an estimated $289K.
  • Systematic Financial Management first reported a position in Service Properties Trust in Q2 2015 and held it in 13 quarters.
  • Systematic Financial Management's Service Properties Trust position peaked at $2.46M in Q2 2015.
  • 281 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.