MFG
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Monte Financial Group’s International Paper IP Stock Holding History

Monte Financial Group’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
2025
Q1 		– Sell
-3,772
Closed -$203K – 86
2024
Q4 		$203K Sell
3,772
-85,930
-96% -$4.61M 0.09% 83
2024
Q3 		$4.38M Buy
89,702
+133
+0.1% +$6.2K 1.82% 30
2024
Q2 		$3.86M Sell
89,569
-60,007
-40% -$2.44M 1.71% 30
2024
Q1 		$5.84M Buy
149,576
+450
+0.3% +$16.3K 2.56% 13
2023
Q4 		$5.39M Buy
149,126
+1,255
+0.8% +$43.9K 2.52% 13
2023
Q3 		$5.24M Buy
147,871
+26
+0% +$884 2.65% 8
2023
Q2 		$4.7M Buy
147,845
+12,710
+9% +$416K 2.29% 24
2023
Q1 		$4.87M Buy
135,135
+6,081
+5% +$225K 2.58% 14
2022
Q4 		$4.47M Buy
129,054
+6,235
+5% +$216K 2.3% 24
2022
Q3 		$3.89M Buy
122,819
+37,576
+44% +$1.54M 2.39% 24
2022
Q2 		$3.57M Buy
85,243
+1,205
+1% +$55.9K 2.08% 28
2022
Q1 		$3.88M Buy
84,038
+5,206
+7% +$240K 2.06% 26
2021
Q4 		$3.7M Sell
78,832
-3,737
-5% -$184K 1.95% 28
2021
Q3 		$4.37M Buy
82,569
+1,012
+1% +$56.3K 2.51% 21
2021
Q2 		$4.74M Sell
81,557
-7,661
-9% -$437K 2.7% 15
2021
Q1 		$4.57M Buy
89,218
+1,780
+2% +$86.6K 2.8% 13
2020
Q4 		$4.12M Sell
87,438
-12,061
-12% -$539K 2.8% 9
2020
Q3 		$3.82M Sell
99,499
-5,551
-5% -$196K 2.89% 9
2020
Q2 		$3.5M Buy
105,050
+10,850
+12% +$345K 2.77% 14
2020
Q1 		$2.78M Buy
94,200
+5,629
+6% +$209K 2.69% 16
2019
Q4 		$3.86M Buy
88,571
+82
+0.1% +$3.44K 2.85% 10
2019
Q3 		$3.5M Buy
88,489
+13,303
+18% +$520K 2.83% 11
2019
Q2 		$3.08M Buy
75,186
+3,012
+4% +$128K 2.62% 18
2019
Q1 		$3.16M Buy
72,174
+4,086
+6% +$177K 2.77% 16
2018
Q4 		$2.6M Buy
68,088
+12,166
+22% +$511K 2.75% 17
2018
Q3 		$2.6M Buy
55,922
+3,772
+7% +$187K 2.44% 21
2018
Q2 		$2.57M Buy
52,150
+1,662
+3% +$84.9K 2.62% 18
2018
Q1 		$2.56M Buy
50,488
+8,260
+20% +$459K 2.67% 15
2017
Q4 		$2.32M Buy
+42,228
New +$2.27M 2.35% 21

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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Monte Financial Group's IP Position: Q1 2025 in Review

Monte Financial Group sold out of International Paper (IP) in Q1 2025, closing a stake of 3,772 shares — an estimated $203K sold.

Monte Financial Group first reported a position in IP in Q4 2017 and held it in 29 quarters. The position peaked at $5.84M in Q1 2024. 942 funds tracked by Wall St. Rank hold IP as of Q1 2025.

  • Monte Financial Group reported no remaining International Paper position as of Q1 2025 after selling out during the quarter.
  • Monte Financial Group sold 3,772 International Paper shares in Q1 2025, an estimated $203K.
  • Monte Financial Group first reported a position in International Paper in Q4 2017 and held it in 29 quarters.
  • Monte Financial Group's International Paper position peaked at $5.84M in Q1 2024.
  • 942 funds tracked by Wall St. Rank held International Paper as of Q1 2025.

Based on Monte Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.