S&CO Inc’s International Paper IP Stock Holding History

S&CO Inc’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
2022 Q4	–	Sell	-7,000	Closed	-$221K	–	183
2022 Q3	$221K	Sell	7,000 -6	-0.1%	-$245	0.02%	173
2022 Q2	$293K	Buy	7,006 +6	+0.1%	+$278	0.02%	160
2022 Q1	$323K	Hold	7,000	–	–	0.02%	168
2021 Q4	$328K	Sell	7,000 -392	-5%	-$19.3K	0.02%	173
2021 Q3	$391K	Hold	7,392	–	–	0.03%	161
2021 Q2	$429K	Hold	7,392	–	–	0.03%	159
2021 Q1	$378K	Hold	7,392	–	–	0.03%	159
2020 Q4	$348K	Hold	7,392	–	–	0.03%	158
2020 Q3	$284K	Hold	7,392	–	–	0.03%	159
2020 Q2	$246K	Hold	7,392	–	–	0.03%	158
2020 Q1	$218K	Hold	7,392	–	–	0.03%	161
2019 Q4	$322K	Hold	7,392	–	–	0.03%	160
2019 Q3	$293K	Hold	7,392	–	–	0.03%	167
2019 Q2	$303K	Hold	7,392	–	–	0.03%	167
2019 Q1	$324K	Hold	7,392	–	–	0.04%	167
2018 Q4	$283K	Hold	7,392	–	–	0.04%	165
2018 Q3	$344K	Hold	7,392	–	–	0.04%	164
2018 Q2	$365K	Hold	7,392	–	–	0.04%	162
2018 Q1	$374K	Hold	7,392	–	–	0.05%	157
2017 Q4	$406K	Hold	7,392	–	–	0.05%	145
2017 Q3	$398K	Hold	7,392	–	–	0.05%	144
2017 Q2	$396K	Hold	7,392	–	–	0.05%	139
2017 Q1	$355K	Hold	7,392	–	–	0.05%	144
2016 Q4	$371K	Hold	7,392	–	–	0.05%	136
2016 Q3	$336K	Hold	7,392	–	–	0.05%	133
2016 Q2	$297K	Hold	7,392	–	–	0.05%	135
2016 Q1	$287K	Buy	+7,392	New	+$257K	0.05%	127

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

S&CO Inc's IP Position: Q4 2022 in Review

S&CO Inc sold out of International Paper (IP) in Q4 2022, closing a stake of 7,000 shares — an estimated $221K sold.

S&CO Inc first reported a position in IP in Q1 2016 and held it in 27 quarters. The position peaked at $429K in Q2 2021. 811 funds tracked by Wall St. Rank hold IP as of Q4 2022.

S&CO Inc reported no remaining International Paper position as of Q4 2022 after selling out during the quarter.
S&CO Inc sold 7,000 International Paper shares in Q4 2022, an estimated $221K.
S&CO Inc first reported a position in International Paper in Q1 2016 and held it in 27 quarters.
S&CO Inc's International Paper position peaked at $429K in Q2 2021.
811 funds tracked by Wall St. Rank held International Paper as of Q4 2022.

Based on S&CO Inc's 13F filing for Q4 2022, filed 7 Feb 2023.