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Berger Financial Group’s International Paper IP Stock Holding History

Berger Financial Group’s Portfolio IP Stock Details IP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-102,424
Closed -$3.25M – 267
2022
Q3 		$3.25M Buy
102,424
+4,145
+4% +$169K 0.48% 64
2022
Q2 		$4.11M Buy
98,279
+872
+0.9% +$40.5K 0.6% 50
2022
Q1 		$4.5M Buy
+97,407
New +$4.49M 0.57% 52
2021
Q1 		– Sell
-101,896
Closed -$4.8M – 213
2020
Q4 		$4.8M Buy
+101,896
New +$4.56M 0.84% 30

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berger Financial Group's IP Position: Q4 2022 in Review

Berger Financial Group sold out of International Paper (IP) in Q4 2022, closing a stake of 102,424 shares — an estimated $3.25M sold.

Berger Financial Group first reported a position in IP in Q4 2020 and held it in 4 quarters. The position peaked at $4.8M in Q4 2020. 811 funds tracked by Wall St. Rank hold IP as of Q4 2022.

  • Berger Financial Group reported no remaining International Paper position as of Q4 2022 after selling out during the quarter.
  • Berger Financial Group sold 102,424 International Paper shares in Q4 2022, an estimated $3.25M.
  • Berger Financial Group first reported a position in International Paper in Q4 2020 and held it in 4 quarters.
  • Berger Financial Group's International Paper position peaked at $4.8M in Q4 2020.
  • 811 funds tracked by Wall St. Rank held International Paper as of Q4 2022.

Based on Berger Financial Group's 13F filing for Q4 2022, filed 30 Jan 2023.