GYL Financial Synergies’s International Paper IP Stock Holding History

GYL Financial Synergies’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
2024 Q3	$270K	Sell	5,536 -299	-5%	-$13.9K	0.02%	310
2024 Q2	$252K	Buy	5,835 +106	+2%	+$4.3K	0.02%	317
2024 Q1	$224K	Buy	5,729 +77	+1%	+$2.79K	0.02%	346
2023 Q4	$204K	Buy	+5,652	New	+$198K	0.02%	356
2023 Q3	–	Sell	-6,637	Closed	-$211K	–	336
2023 Q2	$211K	Sell	6,637 -414	-6%	-$13.6K	0.02%	328
2023 Q1	$254K	Buy	7,051 +520	+8%	+$19.3K	0.03%	250
2022 Q4	$226K	Buy	+6,531	New	+$226K	0.05%	198
2019 Q3	–	Sell	-6,516	Closed	-$267K	–	173
2019 Q2	$267K	Buy	6,516 +48	+0.7%	+$2.03K	0.14%	122
2019 Q1	$283K	Buy	6,468 +1,066	+20%	+$46.2K	0.16%	114
2018 Q4	$206K	Buy	+5,402	New	+$227K	0.15%	134

Other funds holding IP

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GYL Financial Synergies's IP Position: Q3 2024 in Review

GYL Financial Synergies reduced its International Paper (IP) stake by 5.1% in Q3 2024, selling an estimated $13.9K and leaving 5,536 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #310.

GYL Financial Synergies first reported a position in IP in Q4 2018 and has held it in 10 quarters since. The position peaked at $283K in Q1 2019. 873 funds tracked by Wall St. Rank hold IP as of Q3 2024.

GYL Financial Synergies held 5,536 shares of International Paper worth $270K as of Q3 2024.
GYL Financial Synergies sold 299 International Paper shares in Q3 2024, an estimated $13.9K.
International Paper made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #310 holding.
GYL Financial Synergies first reported a position in International Paper in Q4 2018 and has held it in 10 quarters since.
GYL Financial Synergies's International Paper position peaked at $283K in Q1 2019.
873 funds tracked by Wall St. Rank held International Paper as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.