WT
SVC

Whittier Trust’s Service Properties Trust SVC Stock Holding History

Whittier Trust’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
Q2 		– Sell
-276
Closed -$7K – 1504
2020
Q1 		$7K Buy
276
+262
+1,871% +$23.5K ﹤0.01% 1169
2019
Q4 		$2K Hold
14
– – ﹤0.01% 1382
2019
Q3 		$2K Buy
+14
New +$1.73K ﹤0.01% 1396

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Whittier Trust's SVC Position: Q2 2020 in Review

Whittier Trust sold out of Service Properties Trust (SVC) in Q2 2020, closing a stake of 276 shares — an estimated $7K sold.

Whittier Trust first reported a position in SVC in Q3 2019 and held it in 3 quarters. The position peaked at $7K in Q1 2020. 303 funds tracked by Wall St. Rank hold SVC as of Q2 2020.

  • Whittier Trust reported no remaining Service Properties Trust position as of Q2 2020 after selling out during the quarter.
  • Whittier Trust sold 276 Service Properties Trust shares in Q2 2020, an estimated $7K.
  • Whittier Trust first reported a position in Service Properties Trust in Q3 2019 and held it in 3 quarters.
  • Whittier Trust's Service Properties Trust position peaked at $7K in Q1 2020.
  • 303 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2020.

Based on Whittier Trust's 13F filing for Q2 2020, filed 10 Jul 2020.