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Horan Capital Advisors’s International Paper IP Stock Holding History

Horan Capital Advisors’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
Q4 		– Sell
-449
Closed -$17K – 175
2020
Q3 		$17K Buy
+449
New +$15.9K 0.01% 220
2020
Q1 		– Sell
-1,610
Closed -$70K – 162
2019
Q4 		$70K Sell
1,610
-370
-19% -$15.5K 0.04% 128
2019
Q3 		$78K Buy
+1,980
New +$77.4K 0.05% 114
2019
Q2 		– Sell
-2,350
Closed -$103K – 156
2019
Q1 		$103K Buy
+2,350
New +$102K 0.07% 100
2018
Q4 		– Sell
-42,893
Closed -$2M – 76
2018
Q3 		$2M Buy
42,893
+227
+0.5% +$11.3K 1.29% 38
2018
Q2 		$2.1M Buy
42,666
+196
+0.5% +$10K 1.35% 36
2018
Q1 		$2.15M Buy
42,470
+116
+0.3% +$6.45K 1.41% 36
2017
Q4 		$2.32M Sell
42,354
-3,096
-7% -$166K 1.51% 32
2017
Q3 		$2.45M Sell
45,450
-164
-0.4% -$8.62K 1.5% 30
2017
Q2 		$2.44M Sell
45,614
-10,666
-19% -$539K 1.66% 25
2017
Q1 		$2.71M Buy
56,280
+1,848
+3% +$92.6K 1.93% 18
2016
Q4 		$2.73M Sell
54,432
-227
-0.4% -$10.5K 2.04% 16
2016
Q3 		$2.48M Buy
54,659
+301
+0.6% +$13.3K 1.97% 19
2016
Q2 		$2.18M Buy
54,358
+2,440
+5% +$97K 1.77% 25
2016
Q1 		$2.02M Buy
+51,918
New +$1.81M 1.57% 30

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Horan Capital Advisors's IP Position: Q4 2020 in Review

Horan Capital Advisors sold out of International Paper (IP) in Q4 2020, closing a stake of 449 shares — an estimated $17K sold.

Horan Capital Advisors first reported a position in IP in Q1 2016 and held it in 15 quarters. The position peaked at $2.73M in Q4 2016. 872 funds tracked by Wall St. Rank hold IP as of Q4 2020.

  • Horan Capital Advisors reported no remaining International Paper position as of Q4 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 449 International Paper shares in Q4 2020, an estimated $17K.
  • Horan Capital Advisors first reported a position in International Paper in Q1 2016 and held it in 15 quarters.
  • Horan Capital Advisors's International Paper position peaked at $2.73M in Q4 2016.
  • 872 funds tracked by Wall St. Rank held International Paper as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.