Security National Trust’s International Paper IP Stock Holding History

Security National Trust’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
2020 Q4	–	Sell	-803	Closed	-$31K	–	418
2020 Q3	$31K	Hold	803	–	–	0.01%	284
2020 Q2	$27K	Hold	803	–	–	0.01%	293
2020 Q1	$24K	Sell	803 -469	-37%	-$17.4K	0.01%	293
2019 Q4	$55K	Sell	1,272 -254	-17%	-$10.7K	0.02%	255
2019 Q3	$61K	Hold	1,526	–	–	0.02%	240
2019 Q2	$62K	Hold	1,526	–	–	0.02%	242
2019 Q1	$67K	Hold	1,526	–	–	0.02%	235
2018 Q4	$58K	Hold	1,526	–	–	0.02%	230
2018 Q3	$71K	Hold	1,526	–	–	0.02%	239
2018 Q2	$75K	Hold	1,526	–	–	0.02%	237
2018 Q1	$77K	Hold	1,526	–	–	0.03%	236
2017 Q4	$84K	Hold	1,526	–	–	0.03%	236
2017 Q3	$82K	Buy	1,526 +470	+45%	+$24.7K	0.03%	239
2017 Q2	$57K	Hold	1,056	–	–	0.02%	266
2017 Q1	$51K	Hold	1,056	–	–	0.02%	275
2016 Q4	$53K	Buy	+1,056	New	+$48.8K	0.02%	268

Other funds holding IP

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Security National Trust's IP Position: Q4 2020 in Review

Security National Trust sold out of International Paper (IP) in Q4 2020, closing a stake of 803 shares — an estimated $31K sold.

Security National Trust first reported a position in IP in Q4 2016 and held it in 16 quarters. The position peaked at $84K in Q4 2017. 871 funds tracked by Wall St. Rank hold IP as of Q4 2020.

Security National Trust reported no remaining International Paper position as of Q4 2020 after selling out during the quarter.
Security National Trust sold 803 International Paper shares in Q4 2020, an estimated $31K.
Security National Trust first reported a position in International Paper in Q4 2016 and held it in 16 quarters.
Security National Trust's International Paper position peaked at $84K in Q4 2017.
871 funds tracked by Wall St. Rank held International Paper as of Q4 2020.

Based on Security National Trust's 13F filing for Q4 2020, filed 26 Jan 2021.