SVB Wealth’s InterContinental Hotels IHG Stock Holding History

SVB Wealth’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 Q2	–	Sell	-697	Closed	-$76.4K	–	1030
2025 Q1	$76.4K	Buy	+697	New	+$86.7K	﹤0.01%	460
2017 Q1	–	Sell	-4,859	Closed	-$237K	–	498
2016 Q4	$237K	Sell	4,859 -1,622	-25%	-$73.3K	0.01%	442
2016 Q3	$297K	Sell	6,481 -1,746	-21%	-$79.9K	0.01%	442
2016 Q2	$339K	Sell	8,227 -1,308	-14%	-$61.1K	0.01%	412
2016 Q1	$519K	Buy	9,535 +526	+6%	+$25.2K	0.02%	344
2015 Q4	$460K	Sell	9,009 -2,876	-24%	-$145K	0.02%	385
2015 Q3	$543K	Buy	11,885 +1,883	+19%	+$96.3K	0.02%	400
2015 Q2	$534K	Buy	+10,002	New	+$554K	0.02%	430

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

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 $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Natixis Advisors

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

CIBC Private Wealth Group

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