Barrow, Hanley, Mewhinney & Strauss’s Shinhan Financial Group SHG Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2024 Q1	–	Sell	-15,622	Closed	-$481K	–	311
2023 Q4	$481K	Sell	15,622 -38,051	-71%	-$1.05M	﹤0.01%	135
2023 Q3	$1.42M	Buy	+53,673	New	+$1.44M	0.01%	136
2017 Q4	–	Sell	-19,060	Closed	-$844K	–	435
2017 Q3	$844K	Sell	19,060 -1,400	-7%	-$63.6K	﹤0.01%	314
2017 Q2	$890K	Hold	20,460	–	–	﹤0.01%	317
2017 Q1	$855K	Buy	20,460 +400	+2%	+$16.3K	﹤0.01%	311
2016 Q4	$755K	Hold	20,060	–	–	﹤0.01%	319
2016 Q3	$731K	Buy	20,060 +100	+0.5%	+$3.56K	﹤0.01%	309
2016 Q2	$653K	Buy	19,960 +1,700	+9%	+$58.3K	﹤0.01%	299
2016 Q1	$643K	Sell	18,260 -1,340	-7%	-$43.8K	﹤0.01%	306
2015 Q4	$658K	Buy	+19,600	New	+$714K	﹤0.01%	296

Other funds holding SHG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's SHG Position: Q1 2024 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Shinhan Financial Group (SHG) in Q1 2024, closing a stake of 15,622 shares — an estimated $481K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in SHG in Q4 2015 and held it in 10 quarters. The position peaked at $1.42M in Q3 2023. 174 funds tracked by Wall St. Rank hold SHG as of Q1 2024.

Barrow, Hanley, Mewhinney & Strauss reported no remaining Shinhan Financial Group position as of Q1 2024 after selling out during the quarter.
Barrow, Hanley, Mewhinney & Strauss sold 15,622 Shinhan Financial Group shares in Q1 2024, an estimated $481K.
Barrow, Hanley, Mewhinney & Strauss first reported a position in Shinhan Financial Group in Q4 2015 and held it in 10 quarters.
Barrow, Hanley, Mewhinney & Strauss's Shinhan Financial Group position peaked at $1.42M in Q3 2023.
174 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2024.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2024, filed 13 May 2024.