WT
SEVN

Whittier Trust’s Seven Hills Realty Trust SEVN Stock Holding History

Whittier 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
2021
Q3 		– Sell
-513
Closed -$6K – 1564
2021
Q2 		$6K Hold
513
– – ﹤0.01% 1345
2021
Q1 		$6K Hold
513
– – ﹤0.01% 1329
2020
Q4 		$5K Hold
513
– – ﹤0.01% 1248
2020
Q3 		$5K Buy
+513
New +$5.45K ﹤0.01% 1239

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 $346M AUM 25.25% 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 $21.3B AUM 22.13% 1-Year Est. Return

Whittier Trust's SEVN Position: Q3 2021 in Review

Whittier Trust sold out of Seven Hills Realty Trust (SEVN) in Q3 2021, closing a stake of 513 shares — an estimated $6K sold.

Whittier Trust first reported a position in SEVN in Q3 2020 and held it in 4 quarters. The position peaked at $6K in Q2 2021. 25 funds tracked by Wall St. Rank hold SEVN as of Q3 2021.

  • Whittier Trust reported no remaining Seven Hills Realty Trust position as of Q3 2021 after selling out during the quarter.
  • Whittier Trust sold 513 Seven Hills Realty Trust shares in Q3 2021, an estimated $6K.
  • Whittier Trust first reported a position in Seven Hills Realty Trust in Q3 2020 and held it in 4 quarters.
  • Whittier Trust's Seven Hills Realty Trust position peaked at $6K in Q2 2021.
  • 25 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q3 2021.

Based on Whittier Trust's 13F filing for Q3 2021, filed 1 Nov 2021.