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Advisor Partners II’s Shinhan Financial Group SHG Stock Holding History

Advisor Partners II’s Portfolio SHG Stock Details SHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$1.02M Buy
38,557
+6,704
+21% +$180K 0.04% 481
2023
Q2 		$830K Sell
31,853
-1,982
-6% -$52.7K 0.04% 445
2023
Q1 		$912K Buy
33,835
+6,214
+22% +$190K 0.05% 372
2022
Q4 		$771K Buy
27,621
+6,190
+29% +$167K 0.05% 385
2022
Q3 		$493K Buy
+21,431
New +$568K 0.04% 463

Other funds holding SHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Partners II's SHG Position: Q3 2023 in Review

Advisor Partners II increased its Shinhan Financial Group (SHG) stake by 21% in Q3 2023, buying an estimated $180K and bringing the position to 38,557 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #481.

Advisor Partners II first reported a position in SHG in Q3 2022 and has held it in 5 quarters since. 156 funds tracked by Wall St. Rank hold SHG as of Q3 2023.

  • Advisor Partners II held 38,557 shares of Shinhan Financial Group worth $1.02M as of Q3 2023.
  • Advisor Partners II bought 6,704 Shinhan Financial Group shares in Q3 2023, an estimated $180K.
  • Shinhan Financial Group made up 0.04% of Advisor Partners II's portfolio in Q3 2023, its #481 holding.
  • Advisor Partners II first reported a position in Shinhan Financial Group in Q3 2022 and has held it in 5 quarters since.
  • 156 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.