SIS
SEVN

Sound Income Strategies’s Seven Hills Realty Trust SEVN Stock Holding History

Sound Income Strategies’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
2024
Q1 		– Sell
-300
Closed -$3.88K – 1438
2023
Q4 		$3.88K Hold
300
– – ﹤0.01% 937
2023
Q3 		$3.28K Hold
300
– – ﹤0.01% 832
2023
Q2 		$3.08K Buy
+300
New +$2.91K ﹤0.01% 826

Other funds holding SEVN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Sound Income Strategies's SEVN Position: Q1 2024 in Review

Sound Income Strategies sold out of Seven Hills Realty Trust (SEVN) in Q1 2024, closing a stake of 300 shares — an estimated $3.88K sold.

Sound Income Strategies first reported a position in SEVN in Q2 2023 and held it in 3 quarters. The position peaked at $3.88K in Q4 2023. 47 funds tracked by Wall St. Rank hold SEVN as of Q1 2024.

  • Sound Income Strategies reported no remaining Seven Hills Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Sound Income Strategies sold 300 Seven Hills Realty Trust shares in Q1 2024, an estimated $3.88K.
  • Sound Income Strategies first reported a position in Seven Hills Realty Trust in Q2 2023 and held it in 3 quarters.
  • Sound Income Strategies's Seven Hills Realty Trust position peaked at $3.88K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2024.

Based on Sound Income Strategies's 13F filing for Q1 2024, filed 15 Apr 2024.