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Okabena Investment Services’s InterContinental Hotels IHG Stock Holding History

Okabena Investment Services’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
2025
Q1 		– Sell
-19,274
Closed -$2.41M – 131
2024
Q4 		$2.41M Buy
19,274
+2,037
+12% +$244K 0.67% 29
2024
Q3 		$1.9M Buy
17,237
+935
+6% +$95.7K 0.54% 39
2024
Q2 		$1.73M Buy
+16,302
New +$1.65M 0.55% 39
2022
Q2 		– Sell
-23,315
Closed -$1.6M – 181
2022
Q1 		$1.6M Sell
23,315
-20,429
-47% -$1.38M 0.68% 45
2021
Q4 		$2.85M Buy
43,744
+8,482
+24% +$563K 1.08% 23
2021
Q3 		$2.27M Sell
35,262
-22,531
-39% -$1.46M 1.19% 20
2021
Q2 		$3.85M Sell
57,793
-7,404
-11% -$522K 1.81% 12
2021
Q1 		$4.49M Buy
65,197
+6,804
+12% +$464K 2.42% 8
2020
Q4 		$3.8M Sell
58,393
-8,424
-13% -$496K 2.22% 8
2020
Q3 		$3.51M Buy
66,817
+5,865
+10% +$306K 2.68% 9
2020
Q2 		$2.7M Buy
60,952
+33,705
+124% +$1.52M 2.37% 9
2020
Q1 		$1.15M Sell
27,247
-4,310
-14% -$242K 1.31% 27
2019
Q4 		$2.17M Buy
+31,557
New +$1.97M 2.01% 18

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Okabena Investment Services's IHG Position: Q1 2025 in Review

Okabena Investment Services sold out of InterContinental Hotels (IHG) in Q1 2025, closing a stake of 19,274 shares — an estimated $2.41M sold.

Okabena Investment Services first reported a position in IHG in Q4 2019 and held it in 13 quarters. The position peaked at $4.49M in Q1 2021. 231 funds tracked by Wall St. Rank hold IHG as of Q1 2025.

  • Okabena Investment Services reported no remaining InterContinental Hotels position as of Q1 2025 after selling out during the quarter.
  • Okabena Investment Services sold 19,274 InterContinental Hotels shares in Q1 2025, an estimated $2.41M.
  • Okabena Investment Services first reported a position in InterContinental Hotels in Q4 2019 and held it in 13 quarters.
  • Okabena Investment Services's InterContinental Hotels position peaked at $4.49M in Q1 2021.
  • 231 funds tracked by Wall St. Rank held InterContinental Hotels as of Q1 2025.

Based on Okabena Investment Services's 13F filing for Q1 2025, filed 14 May 2025.