6 Meridian’s Seven Hills Realty Trust SEVN Stock Holding History

6 Meridian’s Portfolio SEVN Stock Details SEVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-29,370	Closed	-$350K	–	481
2021 Q2	$350K	Sell	29,370 -6,210	-17%	-$75.4K	0.03%	212
2021 Q1	$427K	Sell	35,580 -18,782	-35%	-$219K	0.04%	179
2020 Q4	$574K	Sell	54,362 -1,236	-2%	-$10.5K	0.05%	149
2020 Q3	$504K	Buy	55,598 +8,184	+17%	+$86.9K	0.05%	150
2020 Q2	$553K	Buy	47,414 +3,789	+9%	+$41.9K	0.06%	151
2020 Q1	$443K	Buy	43,625 +18,597	+74%	+$336K	0.05%	296
2019 Q4	$506K	Buy	25,028 +5,361	+27%	+$109K	0.04%	361
2019 Q3	$401K	Buy	19,667 +2,865	+17%	+$55.6K	0.04%	384
2019 Q2	$308K	Buy	16,802 +935	+6%	+$17.4K	0.03%	378
2019 Q1	$297K	Buy	15,867 +2,679	+20%	+$47K	0.03%	381
2018 Q4	$199K	Sell	13,188 -3,514	-21%	-$59.6K	0.02%	384
2018 Q3	$300K	Buy	16,702 +93	+0.6%	+$1.72K	0.03%	381
2018 Q2	$304K	Buy	16,609 +5,747	+53%	+$99.4K	0.03%	375
2018 Q1	$181K	Sell	10,862 -5,688	-34%	-$97.8K	0.02%	389
2017 Q4	$316K	Buy	+16,550	New	+$322K	0.04%	370

Other funds holding SEVN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

6 Meridian's SEVN Position: Q3 2021 in Review

6 Meridian sold out of Seven Hills Realty Trust (SEVN) in Q3 2021, closing a stake of 29,370 shares — an estimated $350K sold.

6 Meridian first reported a position in SEVN in Q4 2017 and held it in 15 quarters. The position peaked at $574K in Q4 2020. 25 funds tracked by Wall St. Rank hold SEVN as of Q3 2021.

6 Meridian reported no remaining Seven Hills Realty Trust position as of Q3 2021 after selling out during the quarter.
6 Meridian sold 29,370 Seven Hills Realty Trust shares in Q3 2021, an estimated $350K.
6 Meridian first reported a position in Seven Hills Realty Trust in Q4 2017 and held it in 15 quarters.
6 Meridian's Seven Hills Realty Trust position peaked at $574K in Q4 2020.
25 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q3 2021.

Based on 6 Meridian's 13F filing for Q3 2021, filed 3 Nov 2021.