Northwestern Mutual Wealth Management’s Seven Hills Realty Trust SEVN Stock Holding History

Northwestern Mutual Wealth Management’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
2023 Q2	–	Sell	-3,000	Closed	-$30.1K	–	3576
2023 Q1	$30.1K	Hold	3,000	–	–	﹤0.01%	2122
2022 Q4	$27.3K	Buy	+3,000	New	+$28K	﹤0.01%	2129
2021 Q3	–	Sell	-1,046	Closed	-$12K	–	3191
2021 Q2	$12K	Buy	+1,046	New	+$12.7K	﹤0.01%	2372
2018 Q3	–	Sell	-379	Closed	-$7K	–	2616
2018 Q2	$7K	Buy	+379	New	+$6.55K	﹤0.01%	1942
2014 Q3	–	Sell	-928	Closed	-$18K	–	1442
2014 Q2	$18K	Buy	+928	New	+$17.2K	﹤0.01%	791

Other funds holding SEVN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Northwestern Mutual Wealth Management's SEVN Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of Seven Hills Realty Trust (SEVN) in Q2 2023, closing a stake of 3,000 shares — an estimated $30.1K sold.

Northwestern Mutual Wealth Management first reported a position in SEVN in Q2 2014 and held it in 5 quarters. The position peaked at $30.1K in Q1 2023. 34 funds tracked by Wall St. Rank hold SEVN as of Q2 2023.

Northwestern Mutual Wealth Management reported no remaining Seven Hills Realty Trust position as of Q2 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 3,000 Seven Hills Realty Trust shares in Q2 2023, an estimated $30.1K.
Northwestern Mutual Wealth Management first reported a position in Seven Hills Realty Trust in Q2 2014 and held it in 5 quarters.
Northwestern Mutual Wealth Management's Seven Hills Realty Trust position peaked at $30.1K in Q1 2023.
34 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.