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Baldwin Wealth Partners’s Shinhan Financial Group SHG Stock Holding History

Baldwin Wealth 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
2023
Q4 		– Sell
-2,081
Closed -$55.1K – 774
2023
Q3 		$55.1K Hold
2,081
– – ﹤0.01% 383
2023
Q2 		$54.2K Sell
2,081
-52
-2% -$1.38K ﹤0.01% 403
2023
Q1 		$57.5K Sell
2,133
-46
-2% -$1.4K 0.01% 407
2022
Q4 		$60.9K Hold
2,179
– – 0.01% 390
2022
Q3 		$50K Hold
2,179
– – 0.01% 334
2022
Q2 		$62K Sell
2,179
-75
-3% -$2.44K 0.01% 324
2022
Q1 		$75K Sell
2,254
-45
-2% -$1.46K 0.01% 318
2021
Q4 		$71K Hold
2,299
– – 0.01% 309
2021
Q3 		$77K Buy
2,299
+313
+16% +$10.5K 0.01% 291
2021
Q2 		$71K Sell
1,986
-87
-4% -$3.12K 0.01% 313
2021
Q1 		$70K Buy
2,073
+118
+6% +$3.58K 0.01% 299
2020
Q4 		$58K Hold
1,955
– – 0.01% 305
2020
Q3 		$45K Hold
1,955
– – 0.01% 308
2020
Q2 		$47K Hold
1,955
– – 0.01% 300
2020
Q1 		$46K Buy
1,955
+130
+7% +$3.85K 0.01% 287
2019
Q4 		$69K Hold
1,825
– – 0.01% 276
2019
Q3 		$64K Buy
+1,825
New +$64.8K 0.01% 276

Other funds holding SHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Baldwin Wealth Partners's SHG Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of Shinhan Financial Group (SHG) in Q4 2023, closing a stake of 2,081 shares — an estimated $55.1K sold.

Baldwin Wealth Partners first reported a position in SHG in Q3 2019 and held it in 17 quarters. The position peaked at $77K in Q3 2021. 162 funds tracked by Wall St. Rank hold SHG as of Q4 2023.

  • Baldwin Wealth Partners reported no remaining Shinhan Financial Group position as of Q4 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,081 Shinhan Financial Group shares in Q4 2023, an estimated $55.1K.
  • Baldwin Wealth Partners first reported a position in Shinhan Financial Group in Q3 2019 and held it in 17 quarters.
  • Baldwin Wealth Partners's Shinhan Financial Group position peaked at $77K in Q3 2021.
  • 162 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.