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Advisor Partners’s Shinhan Financial Group SHG Stock Holding History

Advisor Partners’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
2022
Q2 		$727K Buy
25,442
+2,333
+10% +$75.8K 0.05% 374
2022
Q1 		$773K Sell
23,109
-4,273
-16% -$138K 0.05% 377
2021
Q4 		$847K Buy
27,382
+193
+0.7% +$6.19K 0.05% 354
2021
Q3 		$915K Buy
27,189
+90
+0.3% +$3.01K 0.06% 294
2021
Q2 		$971K Buy
27,099
+1,100
+4% +$39.5K 0.06% 295
2021
Q1 		$872K Buy
25,999
+2,295
+10% +$69.5K 0.06% 307
2020
Q4 		$705K Sell
23,704
-32
-0.1% -$913 0.05% 345
2020
Q3 		$545K Sell
23,736
-3,932
-14% -$99K 0.05% 364
2020
Q2 		$666K Sell
27,668
-3,845
-12% -$94.1K 0.06% 293
2020
Q1 		$734K Buy
31,513
+25,262
+404% +$748K 0.09% 206
2019
Q4 		$222K Buy
+6,251
New +$231K 0.02% 575
2019
Q3 		– Sell
-8,849
Closed -$344K – 685
2019
Q2 		$344K Buy
8,849
+2,384
+37% +$92.2K 0.04% 417
2019
Q1 		$240K Buy
6,465
+96
+2% +$3.6K 0.03% 525
2018
Q4 		$226K Buy
6,369
+58
+0.9% +$2.19K 0.04% 501
2018
Q3 		$253K Buy
6,311
+503
+9% +$19.4K 0.03% 517
2018
Q2 		$223K Buy
+5,808
New +$248K 0.04% 511

Other funds holding SHG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Partners's SHG Position: Q2 2022 in Review

Advisor Partners increased its Shinhan Financial Group (SHG) stake by 10% in Q2 2022, buying an estimated $75.8K and bringing the position to 25,442 shares worth $727K. The position accounts for 0.05% of the portfolio, ranked #374.

Advisor Partners first reported a position in SHG in Q2 2018 and has held it in 16 quarters since. The position peaked at $971K in Q2 2021. 135 funds tracked by Wall St. Rank hold SHG as of Q2 2022.

  • Advisor Partners held 25,442 shares of Shinhan Financial Group worth $727K as of Q2 2022.
  • Advisor Partners bought 2,333 Shinhan Financial Group shares in Q2 2022, an estimated $75.8K.
  • Shinhan Financial Group made up 0.05% of Advisor Partners's portfolio in Q2 2022, its #374 holding.
  • Advisor Partners first reported a position in Shinhan Financial Group in Q2 2018 and has held it in 16 quarters since.
  • Advisor Partners's Shinhan Financial Group position peaked at $971K in Q2 2021.
  • 135 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.