M&G Investment Management’s W.P. Carey WPC Stock Holding History

M&G Investment Management’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	-3,139	Closed	-$218K	–	773
2021 Q1	$218K	Hold	3,139	–	–	﹤0.01%	435
2020 Q4	$218K	Buy	+3,139	New	+$210K	﹤0.01%	422

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

M&G Investment Management's WPC Position: Q2 2021 in Review

M&G Investment Management sold out of W.P. Carey (WPC) in Q2 2021, closing a stake of 3,139 shares — an estimated $218K sold.

M&G Investment Management first reported a position in WPC in Q4 2020 and held it in 2 quarters. The position peaked at $218K in Q1 2021. 698 funds tracked by Wall St. Rank hold WPC as of Q2 2021.

M&G Investment Management reported no remaining W.P. Carey position as of Q2 2021 after selling out during the quarter.
M&G Investment Management sold 3,139 W.P. Carey shares in Q2 2021, an estimated $218K.
M&G Investment Management first reported a position in W.P. Carey in Q4 2020 and held it in 2 quarters.
M&G Investment Management's W.P. Carey position peaked at $218K in Q1 2021.
698 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2021.

Based on M&G Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.