Ziegler Capital Management’s International Paper IP Stock Holding History

Ziegler Capital Management’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 Q1	$560K	Buy	+6,675	New	+$242K	0.02%	345
2021 Q4	–	Sell	-40,755	Closed	-$2.13M	–	429
2021 Q3	$2.13M	Sell	40,755 -17,667	-30%	-$983K	0.08%	229
2021 Q2	$3.39M	Sell	58,422 -7,005	-11%	-$400K	0.11%	214
2021 Q1	$3.35M	Buy	65,427 +200	+0.3%	+$9.73K	0.11%	224
2020 Q4	$3.07M	Sell	65,227 -9,734	-13%	-$435K	0.1%	223
2020 Q3	$2.88M	Buy	74,961 +7,792	+12%	+$275K	0.11%	221
2020 Q2	$2.24M	Sell	67,169 -5,643	-8%	-$180K	0.07%	233
2020 Q1	$2.15M	Buy	+72,812	New	+$2.7M	0.06%	285
2013 Q3	$3.08M	Sell	73,636 -42,104	-36%	-$1.87M	0.27%	108
2013 Q2	$4.79M	Buy	+115,740	New	+$5M	0.51%	48

Other funds holding IP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Ziegler Capital Management's IP Position: Q1 2024 in Review

Ziegler Capital Management opened a new position in International Paper (IP) in Q1 2024: 6,675 shares worth $560K. The stake represents 0.02% of the portfolio and ranks #345 among its holdings. This is a return to the name: Ziegler Capital Management previously reported a position in IP as recently as Q3 2021.

Ziegler Capital Management first reported a position in IP in Q2 2013 and has held it in 10 quarters since. The position peaked at $4.79M in Q2 2013. 842 funds tracked by Wall St. Rank hold IP as of Q1 2024.

Ziegler Capital Management held 6,675 shares of International Paper worth $560K as of Q1 2024.
International Paper was a new Ziegler Capital Management position in Q1 2024.
International Paper made up 0.02% of Ziegler Capital Management's portfolio in Q1 2024, its #345 holding.
Ziegler Capital Management first reported a position in International Paper in Q2 2013 and has held it in 10 quarters since.
Ziegler Capital Management's International Paper position peaked at $4.79M in Q2 2013.
842 funds tracked by Wall St. Rank held International Paper as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.