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Brinker Capital’s Shinhan Financial Group SHG Stock Holding History

Brinker Capital’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
Q2 		$515K Buy
21,417
+7,732
+56% +$189K 0.02% 703
2020
Q1 		$319K Buy
+13,685
New +$405K 0.01% 759

Other funds holding SHG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Brinker Capital's SHG Position: Q2 2020 in Review

Brinker Capital increased its Shinhan Financial Group (SHG) stake by 56% in Q2 2020, buying an estimated $189K and bringing the position to 21,417 shares worth $515K. The position accounts for 0.02% of the portfolio, ranked #703.

Brinker Capital first reported a position in SHG in Q1 2020 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold SHG as of Q2 2020.

  • Brinker Capital held 21,417 shares of Shinhan Financial Group worth $515K as of Q2 2020.
  • Brinker Capital bought 7,732 Shinhan Financial Group shares in Q2 2020, an estimated $189K.
  • Shinhan Financial Group made up 0.02% of Brinker Capital's portfolio in Q2 2020, its #703 holding.
  • Brinker Capital first reported a position in Shinhan Financial Group in Q1 2020 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.