Bill Few Associates’s International Paper IP Stock Holding History

Bill Few Associates’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
2025 Q4	–	Sell	-4,831	Closed	-$224K	–	205
2025 Q3	$224K	Sell	4,831 -610	-11%	-$29.8K	0.06%	180
2025 Q2	$255K	Hold	5,441	–	–	0.07%	162
2025 Q1	$290K	Buy	5,441 +517	+10%	+$28.3K	0.1%	143
2024 Q4	$265K	Buy	4,924 +121	+3%	+$6.49K	0.09%	148
2024 Q3	$235K	Sell	4,803 -1,150	-19%	-$53.6K	0.08%	156
2024 Q2	$257K	Hold	5,953	–	–	0.1%	144
2024 Q1	$232K	Hold	5,953	–	–	0.09%	149
2023 Q4	$215K	Sell	5,953 -785	-12%	-$27.4K	0.1%	144
2023 Q3	$239K	Hold	6,738	–	–	0.13%	121
2023 Q2	$214K	Hold	6,738	–	–	0.11%	129
2023 Q1	$243K	Buy	6,738 +138	+2%	+$5.11K	0.14%	113
2022 Q4	$229K	Hold	6,600	–	–	0.14%	113
2022 Q3	$209K	Buy	6,600 +769	+13%	+$31.4K	0.14%	109
2022 Q2	$244K	Sell	5,831 -410	-7%	-$19K	0.16%	101
2022 Q1	$288K	Buy	6,241 +760	+14%	+$35K	0.16%	101
2021 Q4	$257K	Buy	+5,481	New	+$270K	0.13%	105

Other funds holding IP

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return