Johnson Midwest Financial’s International Paper IP Stock Holding History

Johnson Midwest Financial’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
2023 Q3	$22.6K	Hold	638	–	–	0.05%	130
2023 Q2	$20.3K	Buy	638 +6	+0.9%	+$197	0.02%	147
2023 Q1	$22.8K	Buy	632 +7	+1%	+$259	0.03%	138
2022 Q4	$22K	Buy	625 +5	+0.8%	+$173	0.08%	132
2022 Q3	$20	Buy	620 +5	+0.8%	+$204	0.08%	136
2022 Q2	$26K	Buy	615 +5	+0.8%	+$232	0.04%	114
2022 Q1	$28K	Buy	610 +4	+0.7%	+$184	0.04%	104
2021 Q4	$28K	Buy	606 +156	+35%	+$7.69K	0.02%	115
2021 Q3	$24K	Buy	450 +4	+0.9%	+$223	0.02%	132
2021 Q2	$26K	Buy	446 +4	+0.9%	+$228	0.03%	121
2021 Q1	$23K	Buy	442 +4	+0.9%	+$195	0.02%	119
2020 Q4	$21K	Buy	+438	New	+$19.6K	0.02%	129

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

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

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

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Johnson Midwest Financial's IP Position: Q3 2023 in Review

Johnson Midwest Financial held its International Paper (IP) position steady in Q3 2023 at 638 shares worth $22.6K. The position accounts for 0.05% of the portfolio, ranked #130.

Johnson Midwest Financial first reported a position in IP in Q4 2020 and has held it in 12 quarters since. The position peaked at $28K in Q1 2022. 797 funds tracked by Wall St. Rank hold IP as of Q3 2023.

Johnson Midwest Financial held 638 shares of International Paper worth $22.6K as of Q3 2023.
Johnson Midwest Financial left its International Paper share count unchanged in Q3 2023.
International Paper made up 0.05% of Johnson Midwest Financial's portfolio in Q3 2023, its #130 holding.
Johnson Midwest Financial first reported a position in International Paper in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's International Paper position peaked at $28K in Q1 2022.
797 funds tracked by Wall St. Rank held International Paper as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.