CSPIA
SHG icon

Cary Street Partners Investment Advisory’s Shinhan Financial Group SHG Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q3 		– Sell
-171
Closed -$4.46K – 1917
2023
Q2 		$4.46K Hold
171
– – ﹤0.01% 1443
2023
Q1 		$4.61K Hold
171
– – ﹤0.01% 1349
2022
Q4 		$4.78K Buy
+171
New +$4.61K ﹤0.01% 1340

Other funds holding SHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $34.1B AUM 23.81% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Cary Street Partners Investment Advisory's SHG Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of Shinhan Financial Group (SHG) in Q3 2023, closing a stake of 171 shares — an estimated $4.46K sold.

Cary Street Partners Investment Advisory first reported a position in SHG in Q4 2022 and held it in 3 quarters. The position peaked at $4.78K in Q4 2022. 157 funds tracked by Wall St. Rank hold SHG as of Q3 2023.

  • Cary Street Partners Investment Advisory reported no remaining Shinhan Financial Group position as of Q3 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 171 Shinhan Financial Group shares in Q3 2023, an estimated $4.46K.
  • Cary Street Partners Investment Advisory first reported a position in Shinhan Financial Group in Q4 2022 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's Shinhan Financial Group position peaked at $4.78K in Q4 2022.
  • 157 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.