Raymond James Trust’s Seven Hills Realty Trust SEVN Stock Holding History

Raymond James Trust’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
2022 Q1	–	Sell	-10,279	Closed	-$107K	–	1214
2021 Q4	$107K	Sell	10,279 -236	-2%	-$2.48K	﹤0.01%	1165
2021 Q3	$108K	Hold	10,515	–	–	﹤0.01%	1107
2021 Q2	$125K	Hold	10,515	–	–	﹤0.01%	1102
2021 Q1	$126K	Sell	10,515 -815	-7%	-$9.52K	﹤0.01%	1070
2020 Q4	$120K	Hold	11,330	–	–	﹤0.01%	1017
2020 Q3	$103K	Hold	11,330	–	–	﹤0.01%	942
2020 Q2	$132K	Hold	11,330	–	–	0.01%	881
2020 Q1	$115K	Hold	11,330	–	–	0.01%	769
2019 Q4	$229K	Hold	11,330	–	–	0.01%	828
2019 Q3	$231K	Hold	11,330	–	–	0.01%	786
2019 Q2	$208K	Hold	11,330	–	–	0.01%	813
2019 Q1	$212K	Hold	11,330	–	–	0.01%	762
2018 Q4	$171K	Buy	+11,330	New	+$192K	0.01%	753

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

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Raymond James Trust's SEVN Position: Q1 2022 in Review

Raymond James Trust sold out of Seven Hills Realty Trust (SEVN) in Q1 2022, closing a stake of 10,279 shares — an estimated $107K sold.

Raymond James Trust first reported a position in SEVN in Q4 2018 and held it in 13 quarters. The position peaked at $231K in Q3 2019. 25 funds tracked by Wall St. Rank hold SEVN as of Q1 2022.

Raymond James Trust reported no remaining Seven Hills Realty Trust position as of Q1 2022 after selling out during the quarter.
Raymond James Trust sold 10,279 Seven Hills Realty Trust shares in Q1 2022, an estimated $107K.
Raymond James Trust first reported a position in Seven Hills Realty Trust in Q4 2018 and held it in 13 quarters.
Raymond James Trust's Seven Hills Realty Trust position peaked at $231K in Q3 2019.
25 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2022.

Based on Raymond James Trust's 13F filing for Q1 2022, filed 12 May 2022.