Gofen & Glossberg’s International Paper IP Stock Holding History

Gofen & Glossberg’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
2021 Q4	–	Sell	-4,440	Closed	-$235K	–	630
2021 Q3	$235K	Hold	4,440	–	–	0.01%	509
2021 Q2	$258K	Hold	4,440	–	–	0.01%	473
2021 Q1	$227K	Hold	4,440	–	–	0.01%	486
2020 Q4	$209K	Buy	+4,440	New	+$199K	0.01%	480
2019 Q4	–	Sell	-5,069	Closed	-$201K	–	482
2019 Q3	$201K	Hold	5,069	–	–	0.01%	430
2019 Q2	$208K	Sell	5,069 -204	-4%	-$8.64K	0.01%	417
2019 Q1	$231K	Hold	5,273	–	–	0.01%	387
2018 Q4	$202K	Hold	5,273	–	–	0.01%	401
2018 Q3	$245K	Buy	5,273 +687	+15%	+$34.1K	0.01%	402
2018 Q2	$226K	Hold	4,586	–	–	0.01%	406
2018 Q1	$232K	Buy	4,586 +204	+5%	+$11.3K	0.01%	406
2017 Q4	$240K	Buy	4,382 +211	+5%	+$11.3K	0.01%	426
2017 Q3	$224K	Sell	4,171 -15	-0.4%	-$789	0.01%	429
2017 Q2	$224K	Hold	4,186	–	–	0.01%	425
2017 Q1	$201K	Hold	4,186	–	–	0.01%	446
2016 Q4	$210K	Buy	+4,186	New	+$194K	0.01%	414
2015 Q2	–	Sell	-4,171	Closed	-$219K	–	461
2015 Q1	$219K	Buy	+4,171	New	+$216K	0.01%	423
2014 Q2	–	Sell	-3,962	Closed	-$181K	–	471
2014 Q1	$181K	Hold	3,962	–	–	0.01%	425
2013 Q4	$181K	Buy	+3,962	New	+$170K	0.01%	425

Other funds holding IP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return

Gofen & Glossberg's IP Position: Q4 2021 in Review

Gofen & Glossberg sold out of International Paper (IP) in Q4 2021, closing a stake of 4,440 shares — an estimated $235K sold.

Gofen & Glossberg first reported a position in IP in Q4 2013 and held it in 19 quarters. The position peaked at $258K in Q2 2021. 908 funds tracked by Wall St. Rank hold IP as of Q4 2021.

Gofen & Glossberg reported no remaining International Paper position as of Q4 2021 after selling out during the quarter.
Gofen & Glossberg sold 4,440 International Paper shares in Q4 2021, an estimated $235K.
Gofen & Glossberg first reported a position in International Paper in Q4 2013 and held it in 19 quarters.
Gofen & Glossberg's International Paper position peaked at $258K in Q2 2021.
908 funds tracked by Wall St. Rank held International Paper as of Q4 2021.

Based on Gofen & Glossberg's 13F filing for Q4 2021, filed 25 Jan 2022.