Symmetry Partners’s International Paper IP Stock Holding History

Symmetry Partners’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
2024 Q3	–	Sell	-6,518	Closed	-$281K	–	292
2024 Q2	$281K	Sell	6,518 -7,555	-54%	-$307K	0.01%	421
2024 Q1	$549K	Buy	+14,073	New	+$511K	0.04%	280
2023 Q4	–	Sell	-7,127	Closed	-$253K	–	533
2023 Q3	$253K	Sell	7,127 -3,287	-32%	-$112K	0.01%	460
2023 Q2	$331K	Hold	10,414	–	–	0.02%	438
2023 Q1	$376K	Hold	10,414	–	–	0.02%	405
2022 Q4	$361K	Hold	10,414	–	–	0.02%	416
2022 Q3	$330K	Hold	10,414	–	–	0.02%	414
2022 Q2	$436K	Hold	10,414	–	–	0.03%	355
2022 Q1	$481K	Hold	10,414	–	–	0.03%	375
2021 Q4	$489K	Sell	10,414 -583	-5%	-$28.8K	0.03%	400
2021 Q3	$566K	Hold	10,997	–	–	0.04%	362
2021 Q2	$638K	Hold	10,997	–	–	0.04%	339
2021 Q1	$563K	Sell	10,997 -1,167	-10%	-$56.8K	0.04%	356
2020 Q4	$573K	Hold	12,164	–	–	0.04%	329
2020 Q3	$467K	Buy	+12,164	New	+$429K	0.04%	351

Other funds holding IP

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of New York Mellon

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

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

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return