WCM
SVC

Weld Capital Management’s Service Properties Trust SVC Stock Holding History

Weld Capital 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
Q4 		– Sell
-3,631
Closed -$144K – 673
2020
Q3 		$144K Buy
+3,631
New +$138K 0.06% 424
2020
Q2 		– Sell
-6,514
Closed -$176K – 621
2020
Q1 		$176K Buy
+6,514
New +$584K 0.09% 329
2019
Q1 		– Sell
-3,777
Closed -$451K – 867
2018
Q4 		$451K Buy
+3,777
New +$493K 0.1% 383

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
1SP
140 Summer Partners New York $1.4B AUM 73.38% 1-Year Est. Return

Weld Capital Management's SVC Position: Q4 2020 in Review

Weld Capital Management sold out of Service Properties Trust (SVC) in Q4 2020, closing a stake of 3,631 shares — an estimated $144K sold.

Weld Capital Management first reported a position in SVC in Q4 2018 and held it in 3 quarters. The position peaked at $451K in Q4 2018. 288 funds tracked by Wall St. Rank hold SVC as of Q4 2020.

  • Weld Capital Management reported no remaining Service Properties Trust position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 3,631 Service Properties Trust shares in Q4 2020, an estimated $144K.
  • Weld Capital Management first reported a position in Service Properties Trust in Q4 2018 and held it in 3 quarters.
  • Weld Capital Management's Service Properties Trust position peaked at $451K in Q4 2018.
  • 288 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.