Clal Insurance’s W.P. Carey WPC Stock Holding History

Clal 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
2022 Q1	–	Sell	-1,981	Closed	-$161K	–	227
2021 Q4	$161K	Hold	1,981	–	–	﹤0.01%	181
2021 Q3	$144K	Buy	1,981 +156	+9%	+$11.9K	﹤0.01%	197
2021 Q2	$135K	Sell	1,825 -702	-28%	-$51.4K	﹤0.01%	212
2021 Q1	$178K	Buy	+2,527	New	+$169K	﹤0.01%	190

Other funds holding WPC

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clal Insurance's WPC Position: Q1 2022 in Review

Clal Insurance sold out of W.P. Carey (WPC) in Q1 2022, closing a stake of 1,981 shares — an estimated $161K sold.

Clal Insurance first reported a position in WPC in Q1 2021 and held it in 4 quarters. The position peaked at $178K in Q1 2021. 785 funds tracked by Wall St. Rank hold WPC as of Q1 2022.

Clal Insurance reported no remaining W.P. Carey position as of Q1 2022 after selling out during the quarter.
Clal Insurance sold 1,981 W.P. Carey shares in Q1 2022, an estimated $161K.
Clal Insurance first reported a position in W.P. Carey in Q1 2021 and held it in 4 quarters.
Clal Insurance's W.P. Carey position peaked at $178K in Q1 2021.
785 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2022.

Based on Clal Insurance's 13F filing for Q1 2022, filed 12 May 2022.