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	–	955
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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

CIBC Private Wealth Group

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

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Natixis Advisors

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Dimensional Fund Advisors

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return