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Summit X LLC’s International Paper IP Stock Holding History

Summit X LLC’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 		– Sell
-8,694
Closed -$277K – 232
2023
Q2 		$277K Buy
8,694
+937
+12% +$30.7K 0.07% 226
2023
Q1 		$280K Buy
7,757
+717
+10% +$26.6K 0.07% 219
2022
Q4 		$294K Sell
7,040
-260
-4% -$8.99K 0.09% 213
2022
Q3 		$232K Buy
7,300
+260
+4% +$10.6K 0.07% 225
2022
Q2 		$295K Buy
7,040
+995
+16% +$46.2K 0.09% 211
2022
Q1 		$277K Buy
6,045
+90
+2% +$4.14K 0.07% 218
2021
Q4 		$279K Sell
5,955
-238
-4% -$11.7K 0.07% 226
2021
Q3 		$329K Sell
6,193
-64
-1% -$3.56K 0.08% 209
2021
Q2 		$363K Hold
6,257
– – 0.09% 201
2021
Q1 		$321K Sell
6,257
-84
-1% -$4.09K 0.09% 212
2020
Q4 		$298K Buy
+6,341
New +$284K 0.09% 207

Other funds holding IP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Summit X LLC's IP Position: Q3 2023 in Review

Summit X LLC sold out of International Paper (IP) in Q3 2023, closing a stake of 8,694 shares — an estimated $277K sold.

Summit X LLC first reported a position in IP in Q4 2020 and held it in 11 quarters. The position peaked at $363K in Q2 2021. 797 funds tracked by Wall St. Rank hold IP as of Q3 2023.

  • Summit X LLC reported no remaining International Paper position as of Q3 2023 after selling out during the quarter.
  • Summit X LLC sold 8,694 International Paper shares in Q3 2023, an estimated $277K.
  • Summit X LLC first reported a position in International Paper in Q4 2020 and held it in 11 quarters.
  • Summit X LLC's International Paper position peaked at $363K in Q2 2021.
  • 797 funds tracked by Wall St. Rank held International Paper as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.