Berman Capital Advisors’s Shinhan Financial Group SHG Stock Holding History

Berman Capital Advisors’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
2021 Q3	$8K	Sell	255 -35	-12%	-$1.17K	﹤0.01%	1276
2021 Q2	$10K	Buy	290 +48	+20%	+$1.72K	﹤0.01%	1141
2021 Q1	$8K	Buy	242 +114	+89%	+$3.45K	﹤0.01%	1122
2020 Q4	$3K	Sell	128 -210	-62%	-$6K	﹤0.01%	1326
2020 Q3	$7K	Sell	338 -342	-50%	-$8.61K	﹤0.01%	935
2020 Q2	$16K	Buy	680 +160	+31%	+$3.92K	﹤0.01%	616
2020 Q1	$12K	Buy	520 +276	+113%	+$8.17K	﹤0.01%	626
2019 Q4	$9K	Sell	244 -23	-9%	-$852	﹤0.01%	788
2019 Q3	$9K	Sell	267 -386	-59%	-$13.7K	﹤0.01%	757
2019 Q2	$25K	Buy	653 +189	+41%	+$7.31K	0.01%	455
2019 Q1	$17K	Buy	464 +337	+265%	+$12.7K	0.01%	500
2018 Q4	$4K	Buy	+127	New	+$4.79K	﹤0.01%	757

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

BIP

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

Berman Capital Advisors's SHG Position: Q3 2021 in Review

Berman Capital Advisors reduced its Shinhan Financial Group (SHG) stake by 12% in Q3 2021, selling an estimated $1.17K and leaving 255 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Berman Capital Advisors first reported a position in SHG in Q4 2018 and has held it in 12 quarters since. The position peaked at $25K in Q2 2019. 139 funds tracked by Wall St. Rank hold SHG as of Q3 2021.

Berman Capital Advisors held 255 shares of Shinhan Financial Group worth $8K as of Q3 2021.
Berman Capital Advisors sold 35 Shinhan Financial Group shares in Q3 2021, an estimated $1.17K.
Shinhan Financial Group made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1276 holding.
Berman Capital Advisors first reported a position in Shinhan Financial Group in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Shinhan Financial Group position peaked at $25K in Q2 2019.
139 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.