JPLA
SEVN

Joseph P. Lucia & Associates’s Seven Hills Realty Trust SEVN Stock Holding History

Joseph P. Lucia & Associates’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
-6,627
Closed -$79K – 618
2021
Q2 		$79K Hold
6,627
– – 0.05% 189
2021
Q1 		$80K Hold
6,627
– – 0.04% 174
2020
Q4 		$70K Buy
+6,627
New +$56.1K 0.05% 166
2020
Q3 		– Sell
-7,277
Closed -$85K – 389
2020
Q2 		$85K Hold
7,277
– – 0.08% 146
2020
Q1 		$74K Hold
7,277
– – 0.08% 141
2019
Q4 		$147K Buy
7,277
+705
+11% +$14.3K 0.13% 112
2019
Q3 		$134K Hold
6,572
– – 0.14% 106
2019
Q2 		$120K Buy
+6,572
New +$122K 0.13% 111

Other funds holding SEVN

Morgan Stanley
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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
BI
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
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Goldman Sachs
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

Joseph P. Lucia & Associates's SEVN Position: Q3 2021 in Review

Joseph P. Lucia & Associates sold out of Seven Hills Realty Trust (SEVN) in Q3 2021, closing a stake of 6,627 shares — an estimated $79K sold.

Joseph P. Lucia & Associates first reported a position in SEVN in Q2 2019 and held it in 8 quarters. The position peaked at $147K in Q4 2019. 25 funds tracked by Wall St. Rank hold SEVN as of Q3 2021.

  • Joseph P. Lucia & Associates reported no remaining Seven Hills Realty Trust position as of Q3 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 6,627 Seven Hills Realty Trust shares in Q3 2021, an estimated $79K.
  • Joseph P. Lucia & Associates first reported a position in Seven Hills Realty Trust in Q2 2019 and held it in 8 quarters.
  • Joseph P. Lucia & Associates's Seven Hills Realty Trust position peaked at $147K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q3 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2021, filed 13 Oct 2021.