Isthmus Partners’s International Paper IP Stock Holding History

Isthmus Partners’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 Q3	–	Sell	-140	Closed	-$8K	–	205
2021 Q2	$8K	Buy	+140	New	+$7.99K	﹤0.01%	243
2018 Q4	–	Sell	-140	Closed	-$7K	–	208
2018 Q3	$7K	Hold	140	–	–	﹤0.01%	254
2018 Q2	$7K	Hold	140	–	–	﹤0.01%	241
2018 Q1	$7K	Hold	140	–	–	﹤0.01%	240
2017 Q4	$8K	Hold	140	–	–	﹤0.01%	243
2017 Q3	$8K	Hold	140	–	–	﹤0.01%	250
2017 Q2	$8K	Hold	140	–	–	﹤0.01%	259
2017 Q1	$7K	Hold	140	–	–	﹤0.01%	269
2016 Q4	$7K	Hold	140	–	–	﹤0.01%	268
2016 Q3	$6K	Hold	140	–	–	﹤0.01%	255
2016 Q2	$6K	Hold	140	–	–	﹤0.01%	233
2016 Q1	$5K	Hold	140	–	–	﹤0.01%	236
2015 Q4	$5K	Hold	140	–	–	﹤0.01%	247
2015 Q3	$5K	Hold	140	–	–	﹤0.01%	256
2015 Q2	$6K	Hold	140	–	–	﹤0.01%	256
2015 Q1	$7K	Hold	140	–	–	﹤0.01%	244
2014 Q4	$7K	Buy	+140	New	+$6.85K	﹤0.01%	249

Other funds holding IP

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 New York $5.7T AUM 30.48% 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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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