Berman Capital Advisors’s InterContinental Hotels IHG Stock Holding History

Berman Capital Advisors’s Portfolio IHG Stock Details IHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$11K	Sell	178 -38	-18%	-$2.46K	﹤0.01%	1151
2021 Q2	$14K	Buy	216 +47	+28%	+$3.31K	﹤0.01%	1023
2021 Q1	$11K	Hold	169	–	–	﹤0.01%	1002
2020 Q4	$11K	Hold	169	–	–	﹤0.01%	884
2020 Q3	$8K	Hold	169	–	–	﹤0.01%	872
2020 Q2	$7K	Buy	169 +143	+550%	+$6.47K	﹤0.01%	879
2020 Q1	$1K	Sell	26 -154	-86%	-$8.63K	﹤0.01%	1309
2019 Q4	$12K	Buy	180 +16	+10%	+$997	﹤0.01%	678
2019 Q3	$10K	Hold	164	–	–	﹤0.01%	714
2019 Q2	$10K	Buy	164 +1	+0.6%	+$65	﹤0.01%	722
2019 Q1	$9K	Buy	+163	New	+$9.68K	﹤0.01%	690

Other funds holding IHG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's IHG Position: Q3 2021 in Review

Berman Capital Advisors reduced its InterContinental Hotels (IHG) stake by 18% in Q3 2021, selling an estimated $2.46K and leaving 178 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Berman Capital Advisors first reported a position in IHG in Q1 2019 and has held it in 11 quarters since. The position peaked at $14K in Q2 2021. 114 funds tracked by Wall St. Rank hold IHG as of Q3 2021.

Berman Capital Advisors held 178 shares of InterContinental Hotels worth $11K as of Q3 2021.
Berman Capital Advisors sold 38 InterContinental Hotels shares in Q3 2021, an estimated $2.46K.
InterContinental Hotels made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1151 holding.
Berman Capital Advisors first reported a position in InterContinental Hotels in Q1 2019 and has held it in 11 quarters since.
Berman Capital Advisors's InterContinental Hotels position peaked at $14K in Q2 2021.
114 funds tracked by Wall St. Rank held InterContinental Hotels as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.