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Steward Financial Group’s International Paper IP Stock Holding History

Steward 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
2023
Q3 		$6K Buy
+185
New +$6.29K ﹤0.01% 546
2022
Q3 		– Sell
-153
Closed -$6K – 677
2022
Q2 		$6K Buy
+153
New +$7.1K 0.01% 302

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Financial Group's IP Position: Q3 2023 in Review

Steward Financial Group opened a new position in International Paper (IP) in Q3 2023: 185 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #546 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in IP as recently as Q2 2022.

Steward Financial Group first reported a position in IP in Q2 2022 and has held it in 2 quarters since. 797 funds tracked by Wall St. Rank hold IP as of Q3 2023.

  • Steward Financial Group held 185 shares of International Paper worth $6K as of Q3 2023.
  • International Paper was a new Steward Financial Group position in Q3 2023.
  • International Paper made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #546 holding.
  • Steward Financial Group first reported a position in International Paper in Q2 2022 and has held it in 2 quarters since.
  • 797 funds tracked by Wall St. Rank held International Paper as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.