YCM
SVC

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

Yousif 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
2024
Q4 		– Sell
-13,116
Closed -$299K – 1953
2024
Q3 		$299K Sell
13,116
-216
-2% -$5.37K ﹤0.01% 1724
2024
Q2 		$343K Sell
13,332
-1,704
-11% -$49K ﹤0.01% 1634
2024
Q1 		$510K Sell
15,036
-3,133
-17% -$116K 0.01% 1508
2023
Q4 		$776K Sell
18,169
-271
-1% -$10.2K 0.01% 1347
2023
Q3 		$709K Sell
18,440
-1,184
-6% -$49.3K 0.01% 1307
2023
Q2 		$853K Sell
19,624
-1,612
-8% -$70.8K 0.01% 1236
2023
Q1 		$1.06M Sell
21,236
-2,696
-11% -$125K 0.01% 1121
2022
Q4 		$872K Sell
23,932
-5,610
-19% -$206K 0.01% 1233
2022
Q3 		$767K Sell
29,542
-829
-3% -$27.5K 0.01% 1327
2022
Q2 		$794K Sell
30,371
-2,290
-7% -$79K 0.01% 1350
2022
Q1 		$1.44M Buy
32,661
+4,162
+15% +$181K 0.02% 1168
2021
Q4 		$1.25M Buy
+28,499
New +$1.45M 0.01% 1267

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return