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Legacy Capital Group California’s InterContinental Hotels IHG Stock Holding History

Legacy Capital Group California’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
Q4 		– Sell
-14,391
Closed -$1.08M – 287
2023
Q3 		$1.08M Buy
14,391
+132
+0.9% +$9.86K 0.46% 43
2023
Q2 		$1M Buy
+14,259
New +$979K 0.41% 55

Other funds holding IHG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Capital Group California's IHG Position: Q4 2023 in Review

Legacy Capital Group California sold out of InterContinental Hotels (IHG) in Q4 2023, closing a stake of 14,391 shares — an estimated $1.08M sold.

Legacy Capital Group California first reported a position in IHG in Q2 2023 and held it in 2 quarters. The position peaked at $1.08M in Q3 2023. 176 funds tracked by Wall St. Rank hold IHG as of Q4 2023.

  • Legacy Capital Group California reported no remaining InterContinental Hotels position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 14,391 InterContinental Hotels shares in Q4 2023, an estimated $1.08M.
  • Legacy Capital Group California first reported a position in InterContinental Hotels in Q2 2023 and held it in 2 quarters.
  • Legacy Capital Group California's InterContinental Hotels position peaked at $1.08M in Q3 2023.
  • 176 funds tracked by Wall St. Rank held InterContinental Hotels as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.