Blue Square Asset Management’s Shinhan Financial Group SHG Stock Holding History

Blue Square Asset Management’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
2020 Q1	–	Sell	-11,348	Closed	-$432K	–	92
2019 Q4	$432K	Buy	11,348 +5,446	+92%	+$202K	0.34%	74
2019 Q3	$207K	Buy	+5,902	New	+$210K	0.16%	77

Other funds holding SHG

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

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

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

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

PPA

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

BIP

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blue Square Asset Management's SHG Position: Q1 2020 in Review

Blue Square Asset Management sold out of Shinhan Financial Group (SHG) in Q1 2020, closing a stake of 11,348 shares — an estimated $432K sold.

Blue Square Asset Management first reported a position in SHG in Q3 2019 and held it in 2 quarters. The position peaked at $432K in Q4 2019. 111 funds tracked by Wall St. Rank hold SHG as of Q1 2020.

Blue Square Asset Management reported no remaining Shinhan Financial Group position as of Q1 2020 after selling out during the quarter.
Blue Square Asset Management sold 11,348 Shinhan Financial Group shares in Q1 2020, an estimated $432K.
Blue Square Asset Management first reported a position in Shinhan Financial Group in Q3 2019 and held it in 2 quarters.
Blue Square Asset Management's Shinhan Financial Group position peaked at $432K in Q4 2019.
111 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2020.

Based on Blue Square Asset Management's 13F filing for Q1 2020, filed 28 Apr 2020.