Tidemark’s Service Properties Trust SVC Stock Holding History

Tidemark’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	-72	Closed	-$3.09K	–	729
2023 Q4	$3.09K	Buy	+72	New	+$2.72K	﹤0.01%	570

Other funds holding SVC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tidemark's SVC Position: Q1 2024 in Review

Tidemark sold out of Service Properties Trust (SVC) in Q1 2024, closing a stake of 72 shares — an estimated $3.09K sold.

Tidemark first reported a position in SVC in Q4 2023 and held it in 1 quarter. The position peaked at $3.09K in Q4 2023. 241 funds tracked by Wall St. Rank hold SVC as of Q1 2024.

Tidemark reported no remaining Service Properties Trust position as of Q1 2024 after selling out during the quarter.
Tidemark sold 72 Service Properties Trust shares in Q1 2024, an estimated $3.09K.
Tidemark first reported a position in Service Properties Trust in Q4 2023 and held it in 1 quarter.
Tidemark's Service Properties Trust position peaked at $3.09K in Q4 2023.
241 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2024.

Based on Tidemark's 13F filing for Q1 2024, filed 13 May 2024.