Amica Mutual Insurance’s W.P. Carey WPC Stock Holding History

Amica Mutual Insurance’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-13,439	Closed	-$931K	–	148
2021 Q1	$931K	Hold	13,439	–	–	0.11%	135
2020 Q4	$929K	Hold	13,439	–	–	0.1%	141
2020 Q3	$858K	Hold	13,439	–	–	0.1%	146
2020 Q2	$890K	Hold	13,439	–	–	0.11%	169
2020 Q1	$765K	Hold	13,439	–	–	0.11%	191
2019 Q4	$1.05M	Hold	13,439	–	–	0.14%	214
2019 Q3	$1.18M	Buy	+13,439	New	+$1.14M	0.15%	202
2016 Q4	–	Sell	-10,451	Closed	-$661K	–	446
2016 Q3	$661K	Hold	10,451	–	–	0.06%	302
2016 Q2	$711K	Hold	10,451	–	–	0.07%	279
2016 Q1	$637K	Hold	10,451	–	–	0.06%	290
2015 Q4	$604K	Hold	10,451	–	–	0.06%	308
2015 Q3	$592K	Hold	10,451	–	–	0.06%	294
2015 Q2	$603K	Hold	10,451	–	–	0.05%	296
2015 Q1	$696K	Hold	10,451	–	–	0.06%	288
2014 Q4	$718K	Hold	10,451	–	–	0.06%	284
2014 Q3	$653K	Buy	10,451 +8,016	+329%	+$525K	0.05%	287
2014 Q2	$154K	Hold	2,435	–	–	0.01%	359
2014 Q1	$143K	Hold	2,435	–	–	0.01%	355
2013 Q4	$146K	Hold	2,435	–	–	0.01%	349
2013 Q3	$154K	Hold	2,435	–	–	0.01%	348
2013 Q2	$158K	Buy	+2,435	New	+$165K	0.01%	350

Other funds holding WPC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amica Mutual Insurance's WPC Position: Q2 2021 in Review

Amica Mutual Insurance sold out of W.P. Carey (WPC) in Q2 2021, closing a stake of 13,439 shares — an estimated $931K sold.

Amica Mutual Insurance first reported a position in WPC in Q2 2013 and held it in 21 quarters. The position peaked at $1.18M in Q3 2019. 698 funds tracked by Wall St. Rank hold WPC as of Q2 2021.

Amica Mutual Insurance reported no remaining W.P. Carey position as of Q2 2021 after selling out during the quarter.
Amica Mutual Insurance sold 13,439 W.P. Carey shares in Q2 2021, an estimated $931K.
Amica Mutual Insurance first reported a position in W.P. Carey in Q2 2013 and held it in 21 quarters.
Amica Mutual Insurance's W.P. Carey position peaked at $1.18M in Q3 2019.
698 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2021.

Based on Amica Mutual Insurance's 13F filing for Q2 2021, filed 4 Aug 2021.