Trust Company of Vermont’s Service Properties Trust SVC Stock Holding History

Trust Company of Vermont’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
2021 Q3	–	Sell	-100	Closed	-$6K	–	657
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	683
2021 Q1	$6K	Sell	100 -200	-67%	-$12K	﹤0.01%	674
2020 Q4	$17K	Hold	300	–	–	﹤0.01%	567
2020 Q3	$12K	Hold	300	–	–	﹤0.01%	592
2020 Q2	$11K	Hold	300	–	–	﹤0.01%	614
2020 Q1	$8K	Hold	300	–	–	﹤0.01%	691
2019 Q4	$36K	Hold	300	–	–	﹤0.01%	522
2019 Q3	$39K	Hold	300	–	–	﹤0.01%	517
2019 Q2	$38K	Hold	300	–	–	﹤0.01%	522
2019 Q1	$39K	Hold	300	–	–	﹤0.01%	509
2018 Q4	$36K	Hold	300	–	–	﹤0.01%	517
2018 Q3	$43K	Buy	300 +60	+25%	+$8.6K	﹤0.01%	540
2018 Q2	$34K	Buy	240 +40	+20%	+$5.4K	﹤0.01%	589
2018 Q1	$25K	Hold	200	–	–	﹤0.01%	615
2017 Q4	$30K	Buy	+200	New	+$29.4K	﹤0.01%	592

Other funds holding SVC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

1SP

140 Summer Partners New York $1.64B AUM 47.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Trust Company of Vermont's SVC Position: Q3 2021 in Review

Trust Company of Vermont sold out of Service Properties Trust (SVC) in Q3 2021, closing a stake of 100 shares — an estimated $6K sold.

Trust Company of Vermont first reported a position in SVC in Q4 2017 and held it in 15 quarters. The position peaked at $43K in Q3 2018. 253 funds tracked by Wall St. Rank hold SVC as of Q3 2021.

Trust Company of Vermont reported no remaining Service Properties Trust position as of Q3 2021 after selling out during the quarter.
Trust Company of Vermont sold 100 Service Properties Trust shares in Q3 2021, an estimated $6K.
Trust Company of Vermont first reported a position in Service Properties Trust in Q4 2017 and held it in 15 quarters.
Trust Company of Vermont's Service Properties Trust position peaked at $43K in Q3 2018.
253 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2021.

Based on Trust Company of Vermont's 13F filing for Q3 2021, filed 22 Oct 2021.