EFS
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Essex Financial Services’s International Paper IP Stock Holding History

Essex Financial Services’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
Q1 		– Sell
-4,379
Closed -$236K – 650
2024
Q4 		$236K Sell
4,379
-2,104
-32% -$113K 0.02% 556
2024
Q3 		$308K Buy
6,483
+65
+1% +$3.03K 0.02% 491
2024
Q2 		$288K Buy
+6,418
New +$261K 0.02% 492
2021
Q3 		– Sell
-3,471
Closed -$202K – 471
2021
Q2 		$202K Buy
+3,471
New +$198K 0.03% 439
2020
Q2 		– Sell
-7,249
Closed -$214K – 255
2020
Q1 		$214K Buy
7,249
+1,913
+36% +$71K 0.08% 222
2019
Q4 		$233K Sell
5,336
-50
-0.9% -$2.1K 0.06% 237
2019
Q3 		$213K Buy
5,386
+1
+0% +$39 0.07% 231
2019
Q2 		$221K Buy
5,385
+2
+0% +$85 0.07% 217
2019
Q1 		$236K Buy
+5,383
New +$233K 0.07% 203
2018
Q4 		– Sell
-6,652
Closed -$310K – 269
2018
Q3 		$310K Buy
6,652
+687
+12% +$34.1K 0.07% 216
2018
Q2 		$294K Hold
5,965
– – 0.07% 216
2018
Q1 		$302K Sell
5,965
-13
-0.2% -$722 0.06% 265
2017
Q4 		$328K Sell
5,978
-898
-13% -$48.2K 0.08% 204
2017
Q3 		$370K Buy
6,876
+13
+0.2% +$684 0.09% 184
2017
Q2 		$368K Buy
6,863
+1,954
+40% +$98.8K 0.08% 238
2017
Q1 		$236K Hold
4,909
– – 0.05% 287
2016
Q4 		$247K Sell
4,909
-227
-4% -$10.5K 0.05% 271
2016
Q3 		$233K Hold
5,136
– – 0.06% 269
2016
Q2 		$206K Sell
5,136
-518
-9% -$20.6K 0.05% 281
2016
Q1 		$220K Buy
5,654
+32
+0.6% +$1.11K 0.05% 272
2015
Q4 		$201K Hold
5,622
– – 0.05% 300
2015
Q3 		$201K Sell
5,622
-560
-9% -$23.7K 0.05% 297
2015
Q2 		$279K Sell
6,182
-105
-2% -$5.21K 0.07% 246
2015
Q1 		$330K Hold
6,287
– – 0.08% 223
2014
Q4 		$319K Buy
6,287
+852
+16% +$41.7K 0.08% 225
2014
Q3 		$246K Buy
5,435
+170
+3% +$7.83K 0.07% 249
2014
Q2 		$248K Buy
+5,265
New +$231K 0.07% 253

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Essex Financial Services's IP Position: Q1 2025 in Review

Essex Financial Services sold out of International Paper (IP) in Q1 2025, closing a stake of 4,379 shares — an estimated $236K sold.

Essex Financial Services first reported a position in IP in Q2 2014 and held it in 27 quarters. The position peaked at $370K in Q3 2017. 943 funds tracked by Wall St. Rank hold IP as of Q1 2025.

  • Essex Financial Services reported no remaining International Paper position as of Q1 2025 after selling out during the quarter.
  • Essex Financial Services sold 4,379 International Paper shares in Q1 2025, an estimated $236K.
  • Essex Financial Services first reported a position in International Paper in Q2 2014 and held it in 27 quarters.
  • Essex Financial Services's International Paper position peaked at $370K in Q3 2017.
  • 943 funds tracked by Wall St. Rank held International Paper as of Q1 2025.

Based on Essex Financial Services's 13F filing for Q1 2025, filed 25 Apr 2025.