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Homrich & Berg’s International Paper IP Stock Holding History

Homrich & Berg’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
2020
Q1 		– Sell
-5,343
Closed -$233K – 334
2019
Q4 		$233K Sell
5,343
-298
-5% -$12.5K 0.01% 327
2019
Q3 		$223K Sell
5,641
-52
-0.9% -$2.03K 0.01% 315
2019
Q2 		$234K Buy
5,693
+286
+5% +$12.1K 0.01% 318
2019
Q1 		$237K Sell
5,407
-764
-12% -$33.1K 0.01% 295
2018
Q4 		$236K Sell
6,171
-3,846
-38% -$161K 0.01% 266
2018
Q3 		$466K Buy
10,017
+2,316
+30% +$115K 0.03% 210
2018
Q2 		$380K Buy
7,701
+23
+0.3% +$1.18K 0.03% 226
2018
Q1 		$389K Buy
7,678
+2,544
+50% +$141K 0.03% 231
2017
Q4 		$282K Sell
5,134
-998
-16% -$53.6K 0.02% 264
2017
Q3 		$330K Sell
6,132
-162
-3% -$8.52K 0.03% 233
2017
Q2 		$337K Buy
+6,294
New +$318K 0.03% 205

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Homrich & Berg's IP Position: Q1 2020 in Review

Homrich & Berg sold out of International Paper (IP) in Q1 2020, closing a stake of 5,343 shares — an estimated $233K sold.

Homrich & Berg first reported a position in IP in Q2 2017 and held it in 11 quarters. The position peaked at $466K in Q3 2018. 773 funds tracked by Wall St. Rank hold IP as of Q1 2020.

  • Homrich & Berg reported no remaining International Paper position as of Q1 2020 after selling out during the quarter.
  • Homrich & Berg sold 5,343 International Paper shares in Q1 2020, an estimated $233K.
  • Homrich & Berg first reported a position in International Paper in Q2 2017 and held it in 11 quarters.
  • Homrich & Berg's International Paper position peaked at $466K in Q3 2018.
  • 773 funds tracked by Wall St. Rank held International Paper as of Q1 2020.

Based on Homrich & Berg's 13F filing for Q1 2020, filed 8 May 2020.