Kaizen Advisory’s International Paper IP Stock Holding History

Kaizen Advisory’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
2018 Q4	$708K	Sell	18,529 -3,354	-15%	-$141K	0.49%	52
2018 Q3	$1.02M	Buy	21,883 +20,775	+1,875%	+$1.03M	0.53%	56
2018 Q2	$55K	Buy	1,108 +694	+168%	+$35.5K	0.03%	318
2018 Q1	$21K	Hold	414	–	–	0.02%	321
2017 Q4	$23K	Buy	+414	New	+$22.2K	0.01%	302

Other funds holding IP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Kaizen Advisory's IP Position: Q4 2018 in Review

Kaizen Advisory reduced its International Paper (IP) stake by 15% in Q4 2018, selling an estimated $141K and leaving 18,529 shares worth $708K. The position accounts for 0.49% of the portfolio, ranked #52.

Kaizen Advisory first reported a position in IP in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.02M in Q3 2018. 870 funds tracked by Wall St. Rank hold IP as of Q4 2018.

Kaizen Advisory held 18,529 shares of International Paper worth $708K as of Q4 2018.
Kaizen Advisory sold 3,354 International Paper shares in Q4 2018, an estimated $141K.
International Paper made up 0.49% of Kaizen Advisory's portfolio in Q4 2018, its #52 holding.
Kaizen Advisory first reported a position in International Paper in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's International Paper position peaked at $1.02M in Q3 2018.
870 funds tracked by Wall St. Rank held International Paper as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.