UBS O'Connor’s International Paper IP Stock Holding History

UBS O'Connor’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	-39,970	Closed	-$1.85M	–	275
2025 Q3	$1.85M	Sell	39,970 -100,630	-72%	-$4.91M	0.06%	145
2025 Q2	$6.58M	Sell	140,600 -48,100	-25%	-$2.27M	0.18%	63
2025 Q1	$10.1M	Buy	+188,700	New	+$10.3M	0.24%	39
2024 Q2	–	Sell	-53,760	Closed	-$2.1M	–	589
2024 Q1	$2.1M	Sell	53,760 -69,540	-56%	-$2.52M	0.06%	166
2023 Q4	$4.46M	Buy	+123,300	New	+$4.31M	0.14%	89
2021 Q2	–	Sell	-105,600	Closed	-$5.41M	–	905
2021 Q1	$5.41M	Buy	+105,600	New	+$5.14M	0.08%	182
2016 Q1	–	Sell	-1,512,676	Closed	-$54M	–	496
2015 Q4	$54M	Buy	1,512,676 +975,624	+182%	+$37.5M	0.48%	49
2015 Q3	$19.2M	Buy	+537,052	New	+$22.8M	0.18%	138
2014 Q2	–	Sell	-124,933	Closed	-$5.35M	–	496
2014 Q1	$5.35M	Buy	+124,933	New	+$5.55M	0.1%	231
2013 Q3	–	Sell	-415,256	Closed	-$18.5M	–	503
2013 Q2	$17.2M	Buy	+415,256	New	+$17.9M	0.32%	91

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

UBS O'Connor's IP Position: Q4 2025 in Review

UBS O'Connor sold out of International Paper (IP) in Q4 2025, closing a stake of 39,970 shares — an estimated $1.85M sold.

UBS O'Connor first reported a position in IP in Q2 2013 and held it in 10 quarters. The position peaked at $54M in Q4 2015. 854 funds tracked by Wall St. Rank hold IP as of Q4 2025.

UBS O'Connor reported no remaining International Paper position as of Q4 2025 after selling out during the quarter.
UBS O'Connor sold 39,970 International Paper shares in Q4 2025, an estimated $1.85M.
UBS O'Connor first reported a position in International Paper in Q2 2013 and held it in 10 quarters.
UBS O'Connor's International Paper position peaked at $54M in Q4 2015.
854 funds tracked by Wall St. Rank held International Paper as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.