Maple Capital Management’s W.P. Carey WPC Stock Holding History

Maple Capital 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 Q4	–	Sell	-3,012	Closed	-$215K	–	113
2021 Q3	$215K	Sell	3,012 -255	-8%	-$19.4K	0.03%	102
2021 Q2	$252K	Buy	+3,267	New	+$239K	0.03%	97
2020 Q4	–	Sell	-4,084	Closed	-$280K	–	105
2020 Q3	$280K	Sell	4,084 -766	-16%	-$51.6K	0.05%	85
2020 Q2	$321K	Sell	4,850 -6,815	-58%	-$423K	0.06%	79
2020 Q1	$664K	Sell	11,665 -2,221	-16%	-$168K	0.17%	59
2019 Q4	$1.09M	Sell	13,886 -714	-5%	-$59.8K	0.21%	58
2019 Q3	$1.28M	Sell	14,600 -792	-5%	-$67.5K	0.28%	48
2019 Q2	$1.22M	Sell	15,392 -944	-6%	-$74.8K	0.28%	50
2019 Q1	$1.25M	Sell	16,336 -2,476	-13%	-$178K	0.29%	48
2018 Q4	$1.2M	Sell	18,812 -1,889	-9%	-$123K	0.31%	50
2018 Q3	$1.3M	Sell	20,701 -1,353	-6%	-$87.1K	0.29%	49
2018 Q2	$1.43M	Sell	22,054 -2,322	-10%	-$147K	0.35%	45
2018 Q1	$1.48M	Sell	24,376 -690	-3%	-$42.5K	0.37%	51
2017 Q4	$1.69M	Sell	25,066 -1,019	-4%	-$69.7K	0.43%	45
2017 Q3	$1.72M	Sell	26,085 -4,517	-15%	-$300K	0.46%	46
2017 Q2	$1.98M	Sell	30,602 -891	-3%	-$56.3K	0.57%	44
2017 Q1	$1.92M	Buy	31,493 +1,430	+5%	+$86.8K	0.57%	47
2016 Q4	$1.74M	Buy	30,063 +21,974	+272%	+$1.29M	0.55%	48
2016 Q3	$511K	Buy	8,089 +3,673	+83%	+$245K	0.17%	81
2016 Q2	$300K	Sell	4,416 -561	-11%	-$35.2K	0.11%	98
2016 Q1	$303K	Sell	4,977 -409	-8%	-$23.2K	0.11%	98
2015 Q4	$311K	Buy	5,386 +358	+7%	+$21.5K	0.11%	104
2015 Q3	$285K	Sell	5,028 -128	-2%	-$7.45K	0.11%	109
2015 Q2	$298K	Buy	+5,156	New	+$322K	0.1%	104

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 $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Maple Capital Management's WPC Position: Q4 2021 in Review

Maple Capital Management sold out of W.P. Carey (WPC) in Q4 2021, closing a stake of 3,012 shares — an estimated $215K sold.

Maple Capital Management first reported a position in WPC in Q2 2015 and held it in 24 quarters. The position peaked at $1.98M in Q2 2017. 767 funds tracked by Wall St. Rank hold WPC as of Q4 2021.

Maple Capital Management reported no remaining W.P. Carey position as of Q4 2021 after selling out during the quarter.
Maple Capital Management sold 3,012 W.P. Carey shares in Q4 2021, an estimated $215K.
Maple Capital Management first reported a position in W.P. Carey in Q2 2015 and held it in 24 quarters.
Maple Capital Management's W.P. Carey position peaked at $1.98M in Q2 2017.
767 funds tracked by Wall St. Rank held W.P. Carey as of Q4 2021.

Based on Maple Capital Management's 13F filing for Q4 2021, filed 15 Feb 2022.