PSUF
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People's United Financial’s W.P. Carey WPC Stock Holding History

People's United Financial’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 		$267K Sell
3,369
-1,236
-27% -$94.8K 0.01% 557
2021
Q4 		$370K Sell
4,605
-5,615
-55% -$430K 0.01% 528
2021
Q3 		$731K Buy
10,220
+7,147
+233% +$544K 0.02% 440
2021
Q2 		$225K Buy
+3,073
New +$225K 0.01% 685
2020
Q1 		– Sell
-26,635
Closed -$2.09M – 743
2019
Q4 		$2.09M Sell
26,635
-1,002
-4% -$84K 0.06% 234
2019
Q3 		$2.42M Buy
27,637
+3,304
+14% +$281K 0.07% 221
2019
Q2 		$1.94M Buy
24,333
+8,623
+55% +$683K 0.05% 267
2019
Q1 		$1.21M Buy
15,710
+11,231
+251% +$809K 0.04% 346
2018
Q4 		$287K Buy
4,479
+401
+10% +$26.1K 0.01% 615
2018
Q3 		$257K Buy
+4,078
New +$262K 0.01% 645
2018
Q2 		– Sell
-7,302
Closed -$443K – 809
2018
Q1 		$443K Buy
7,302
+4,033
+123% +$248K 0.01% 535
2017
Q4 		$220K Buy
+3,269
New +$224K 0.01% 691
2017
Q3 		– Sell
-123
Closed -$8K – 935
2017
Q2 		$8K Buy
+123
New +$7.78K ﹤0.01% 927
2015
Q2 		– Sell
-4,846
Closed -$323K – 843
2015
Q1 		$323K Buy
4,846
+1,491
+44% +$102K 0.02% 393
2014
Q4 		$230K Hold
3,355
– – 0.01% 427
2014
Q3 		$210K Hold
3,355
– – 0.01% 433
2014
Q2 		$212K Buy
+3,355
New +$205K 0.01% 437
2014
Q1 		– Sell
-3,586
Closed -$215K – 805
2013
Q4 		$215K Sell
3,586
-315
-8% -$19.8K 0.01% 402
2013
Q3 		$247K Sell
3,901
-878
-18% -$57.8K 0.02% 380
2013
Q2 		$310K Buy
+4,779
New +$325K 0.02% 340

Other funds holding WPC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

People's United Financial's WPC Position: Q1 2022 in Review

People's United Financial reduced its W.P. Carey (WPC) stake by 27% in Q1 2022, selling an estimated $94.8K and leaving 3,369 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #557.

People's United Financial first reported a position in WPC in Q2 2013 and has held it in 20 quarters since. The position peaked at $2.42M in Q3 2019. 786 funds tracked by Wall St. Rank hold WPC as of Q1 2022.

  • People's United Financial held 3,369 shares of W.P. Carey worth $267K as of Q1 2022.
  • People's United Financial sold 1,236 W.P. Carey shares in Q1 2022, an estimated $94.8K.
  • W.P. Carey made up 0.01% of People's United Financial's portfolio in Q1 2022, its #557 holding.
  • People's United Financial first reported a position in W.P. Carey in Q2 2013 and has held it in 20 quarters since.
  • People's United Financial's W.P. Carey position peaked at $2.42M in Q3 2019.
  • 786 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.