U.S. Global Investors (USGI)’s International Paper IP Stock Holding History

U.S. Global Investors (USGI)’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
2025 Q4	–	Sell	-7,500	Closed	-$348K	–	142
2025 Q3	$348K	Hold	7,500	–	–	0.04%	98
2025 Q2	$351K	Hold	7,500	–	–	0.04%	97
2025 Q1	$400K	Buy	+7,500	New	+$410K	0.05%	82
2021 Q1	–	Sell	-8,976	Closed	-$423K	–	163
2020 Q4	$423K	Buy	+8,976	New	+$401K	0.02%	95
2020 Q3	–	Sell	-6,864	Closed	-$229K	–	175
2020 Q2	$229K	Hold	6,864	–	–	0.02%	124
2020 Q1	$202K	Hold	6,864	–	–	0.05%	124
2019 Q4	$299K	Hold	6,864	–	–	0.13%	140
2019 Q3	$272K	Hold	6,864	–	–	0.15%	137
2019 Q2	$282K	Buy	+6,864	New	+$291K	0.15%	139
2016 Q2	–	Sell	-23,971	Closed	-$932K	–	173
2016 Q1	$932K	Buy	+23,971	New	+$835K	0.5%	60
2015 Q2	–	Sell	-5,069	Closed	-$266K	–	342
2015 Q1	$266K	Sell	5,069 -39,072	-89%	-$2.03M	0.07%	196
2014 Q4	$2.24M	Buy	+44,141	New	+$2.16M	0.6%	49
2014 Q1	–	Sell	-214,157	Closed	-$9.81M	–	346
2013 Q4	$9.81M	Buy	214,157 +58,893	+38%	+$2.52M	1.77%	8
2013 Q3	$6.5M	Buy	155,264 +37,478	+32%	+$1.67M	1.11%	32
2013 Q2	$4.87M	Buy	+117,786	New	+$5.09M	0.84%	46

Other funds holding IP

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

U.S. Global Investors (USGI)'s IP Position: Q4 2025 in Review

U.S. Global Investors (USGI) sold out of International Paper (IP) in Q4 2025, closing a stake of 7,500 shares — an estimated $348K sold.

U.S. Global Investors (USGI) first reported a position in IP in Q2 2013 and held it in 15 quarters. The position peaked at $9.81M in Q4 2013. 854 funds tracked by Wall St. Rank hold IP as of Q4 2025.

U.S. Global Investors (USGI) reported no remaining International Paper position as of Q4 2025 after selling out during the quarter.
U.S. Global Investors (USGI) sold 7,500 International Paper shares in Q4 2025, an estimated $348K.
U.S. Global Investors (USGI) first reported a position in International Paper in Q2 2013 and held it in 15 quarters.
U.S. Global Investors (USGI)'s International Paper position peaked at $9.81M in Q4 2013.
854 funds tracked by Wall St. Rank held International Paper as of Q4 2025.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2025, filed 28 Jan 2026.