Ellevest Inc’s InterContinental Hotels IHG Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-240	Closed	-$16K	–	946
2023 Q1	$16K	Hold	240	–	–	﹤0.01%	909
2022 Q4	$14K	Buy	240 +27	+13%	+$1.51K	﹤0.01%	952
2022 Q3	$10K	Sell	213 -6	-3%	-$339	﹤0.01%	993
2022 Q2	$12K	Sell	219 -216	-50%	-$13.3K	﹤0.01%	850
2022 Q1	$30K	Buy	435 +99	+29%	+$6.7K	﹤0.01%	643
2021 Q4	$22K	Buy	336 +184	+121%	+$12.2K	﹤0.01%	692
2021 Q3	$10K	Sell	152 -137	-47%	-$8.85K	﹤0.01%	815
2021 Q2	$19K	Buy	289 +65	+29%	+$4.58K	﹤0.01%	651
2021 Q1	$15K	Hold	224	–	–	﹤0.01%	714
2020 Q4	$15K	Sell	224 -188	-46%	-$11.1K	﹤0.01%	674
2020 Q3	$22K	Buy	412 +323	+363%	+$16.9K	﹤0.01%	509
2020 Q2	$4K	Buy	+89	New	+$4.03K	﹤0.01%	783

Other funds holding IHG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CVA

Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ellevest Inc's IHG Position: Q2 2023 in Review

Ellevest Inc sold out of InterContinental Hotels (IHG) in Q2 2023, closing a stake of 240 shares — an estimated $16K sold.

Ellevest Inc first reported a position in IHG in Q2 2020 and held it in 12 quarters. The position peaked at $30K in Q1 2022. 141 funds tracked by Wall St. Rank hold IHG as of Q2 2023.

Ellevest Inc reported no remaining InterContinental Hotels position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 240 InterContinental Hotels shares in Q2 2023, an estimated $16K.
Ellevest Inc first reported a position in InterContinental Hotels in Q2 2020 and held it in 12 quarters.
Ellevest Inc's InterContinental Hotels position peaked at $30K in Q1 2022.
141 funds tracked by Wall St. Rank held InterContinental Hotels as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.