Westside Investment Management’s Seven Hills Realty Trust SEVN Stock Holding History

Westside Investment 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
2024 Q2	–	Sell	-288	Closed	-$3.72K	–	1003
2024 Q1	$3.72K	Hold	288	–	–	﹤0.01%	764
2023 Q4	$3.73K	Hold	288	–	–	﹤0.01%	730
2023 Q3	$3.15K	Hold	288	–	–	﹤0.01%	745
2023 Q2	$2.96K	Hold	288	–	–	﹤0.01%	749
2023 Q1	$2.89K	Hold	288	–	–	﹤0.01%	745
2022 Q4	$2	Hold	288	–	–	﹤0.01%	770
2022 Q3	$2	Hold	288	–	–	﹤0.01%	767
2022 Q2	$3	Buy	+288	New	+$3.15K	﹤0.01%	742
2022 Q1	–	Sell	-288	Closed	-$2	–	808
2021 Q4	$2	Buy	+288	New	+$3.02K	﹤0.01%	743

Other funds holding SEVN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

IAA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

CGA

Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return

Westside Investment Management's SEVN Position: Q2 2024 in Review

Westside Investment Management sold out of Seven Hills Realty Trust (SEVN) in Q2 2024, closing a stake of 288 shares — an estimated $3.72K sold.

Westside Investment Management first reported a position in SEVN in Q4 2021 and held it in 9 quarters. The position peaked at $3.73K in Q4 2023. 51 funds tracked by Wall St. Rank hold SEVN as of Q2 2024.

Westside Investment Management reported no remaining Seven Hills Realty Trust position as of Q2 2024 after selling out during the quarter.
Westside Investment Management sold 288 Seven Hills Realty Trust shares in Q2 2024, an estimated $3.72K.
Westside Investment Management first reported a position in Seven Hills Realty Trust in Q4 2021 and held it in 9 quarters.
Westside Investment Management's Seven Hills Realty Trust position peaked at $3.73K in Q4 2023.
51 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2024.

Based on Westside Investment Management's 13F filing for Q2 2024, filed 17 Jul 2024.