CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Shinhan Financial Group SHG Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-278
Closed -$8K – 3711
2022
Q2 		$8K Buy
+278
New +$9.03K ﹤0.01% 3881
2022
Q1 		– Sell
-665
Closed -$21K – 5107
2021
Q4 		$21K Buy
+665
New +$21.3K ﹤0.01% 3260
2021
Q1 		– Sell
-240
Closed -$7K – 4458
2020
Q4 		$7K Sell
240
-86
-26% -$2.46K ﹤0.01% 2711
2020
Q3 		$8K Hold
326
– – ﹤0.01% 2379
2020
Q2 		$8K Buy
+326
New +$7.98K ﹤0.01% 2270

Other funds holding SHG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

CAPTRUST Financial Advisors's SHG Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Shinhan Financial Group (SHG) in Q3 2022, closing a stake of 278 shares — an estimated $8K sold.

CAPTRUST Financial Advisors first reported a position in SHG in Q2 2020 and held it in 5 quarters. The position peaked at $21K in Q4 2021. 131 funds tracked by Wall St. Rank hold SHG as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Shinhan Financial Group position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 278 Shinhan Financial Group shares in Q3 2022, an estimated $8K.
  • CAPTRUST Financial Advisors first reported a position in Shinhan Financial Group in Q2 2020 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's Shinhan Financial Group position peaked at $21K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.