Aperio Group’s Shinhan Financial Group SHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $35.4M | Sell |
1,188,402
-34,343
| -3% | -$980K | 0.1% | 188 |
|
|
2020
Q3 | $28.1M | Buy |
1,222,745
+79,751
| +7% | +$2.01M | 0.09% | 206 |
|
|
2020
Q2 | $27.5M | Buy |
1,142,994
+480,758
| +73% | +$11.8M | 0.1% | 197 |
|
|
2020
Q1 | $15.4M | Buy |
662,236
+385
| +0.1% | +$11.4K | 0.07% | 283 |
|
|
2019
Q4 | $25.2M | Buy |
661,851
+104,146
| +19% | +$3.86M | 0.09% | 244 |
|
|
2019
Q3 | $19.5M | Sell |
557,705
-102,220
| -15% | -$3.63M | 0.08% | 295 |
|
|
2019
Q2 | $25.7M | Buy |
659,925
+112,905
| +21% | +$4.37M | 0.1% | 218 |
|
|
2019
Q1 | $20.3M | Buy |
547,020
+116,160
| +27% | +$4.36M | 0.09% | 260 |
|
|
2018
Q4 | $15.3M | Sell |
430,860
-68,016
| -14% | -$2.57M | 0.08% | 283 |
|
|
2018
Q3 | $20M | Buy |
498,876
+26,319
| +6% | +$1.02M | 0.09% | 255 |
|
|
2018
Q2 | $18.2M | Buy |
472,557
+39,801
| +9% | +$1.7M | 0.09% | 264 |
|
|
2018
Q1 | $18.3M | Buy |
432,756
+190
| +0% | +$8.62K | 0.09% | 258 |
|
|
2017
Q4 | $20.1M | Buy |
432,566
+43,635
| +11% | +$1.96M | 0.1% | 235 |
|
|
2017
Q3 | $17.2M | Buy |
388,931
+36,072
| +10% | +$1.64M | 0.1% | 249 |
|
|
2017
Q2 | $15.3M | Buy |
352,859
+51,915
| +17% | +$2.24M | 0.09% | 254 |
|
|
2017
Q1 | $12.6M | Buy |
300,944
+46,059
| +18% | +$1.87M | 0.09% | 275 |
|
|
2016
Q4 | $9.59M | Sell |
254,885
-43,246
| -15% | -$1.65M | 0.07% | 312 |
|
|
2016
Q3 | $10.9M | Buy |
298,131
+9,514
| +3% | +$338K | 0.08% | 295 |
|
|
2016
Q2 | $9.45M | Sell |
288,617
-4,366
| -1% | -$150K | 0.07% | 310 |
|
|
2016
Q1 | $10.3M | Sell |
292,983
-43,186
| -13% | -$1.41M | 0.09% | 267 |
|
|
2015
Q4 | $11.3M | Buy |
336,169
+34,783
| +12% | +$1.27M | 0.1% | 224 |
|
|
2015
Q3 | $10.5M | Buy |
301,386
+19,128
| +7% | +$662K | 0.11% | 225 |
|
|
2015
Q2 | $10.5M | Buy |
282,258
+34,560
| +14% | +$1.34M | 0.11% | 230 |
|
|
2015
Q1 | $9.24M | Sell |
247,698
-29,472
| -11% | -$1.15M | 0.1% | 238 |
|
|
2014
Q4 | $11.2M | Buy |
277,170
+10,981
| +4% | +$487K | 0.14% | 174 |
|
|
2014
Q3 | $12.1M | Buy |
266,189
+9,458
| +4% | +$460K | 0.16% | 160 |
|
|
2014
Q2 | $11.8M | Buy |
256,731
+27,821
| +12% | +$1.24M | 0.17% | 150 |
|
|
2014
Q1 | $10.1M | Buy |
+228,910
| New | +$9.49M | 0.14% | 170 |
|
|
2013
Q4 | – | Sell |
-148,781
| Closed | -$6.36M | – | 170 |
|
|
2013
Q3 | $6.03M | Buy |
148,781
+26,159
| +21% | +$969K | 0.12% | 214 |
|
|
2013
Q2 | $3.99M | Buy |
+122,622
| New | +$4.19M | 0.09% | 267 |
|
Other funds holding SHG
PPA
CGH
Aperio Group's SHG Position: Q4 2020 in Review
Aperio Group reduced its Shinhan Financial Group (SHG) stake by 2.8% in Q4 2020, selling an estimated $980K and leaving 1,188,402 shares worth $35.4M. The position accounts for 0.1% of the portfolio, ranked #188.
Aperio Group first reported a position in SHG in Q2 2013 and has held it in 30 quarters since. 115 funds tracked by Wall St. Rank hold SHG as of Q4 2020.
- Aperio Group held 1,188,402 shares of Shinhan Financial Group worth $35.4M as of Q4 2020.
- Aperio Group sold 34,343 Shinhan Financial Group shares in Q4 2020, an estimated $980K.
- Shinhan Financial Group made up 0.1% of Aperio Group's portfolio in Q4 2020, its #188 holding.
- Aperio Group first reported a position in Shinhan Financial Group in Q2 2013 and has held it in 30 quarters since.
- 115 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.