CS
SHG icon

Credit Suisse’s Shinhan Financial Group SHG Stock Holding History

Credit Suisse’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
2019
Q4 		– Sell
-224,857
Closed -$7.87M – 4308
2019
Q3 		$7.87M Sell
224,857
-191,580
-46% -$6.8M 0.01% 1452
2019
Q2 		$16.2M Buy
+416,437
New +$16.1M 0.01% 1043
2018
Q4 		– Sell
-379,421
Closed -$15.2M – 3994
2018
Q3 		$15.2M Sell
379,421
-8,456
-2% -$326K 0.01% 1013
2018
Q2 		$14.9M Buy
387,877
+85,823
+28% +$3.66M 0.01% 1008
2018
Q1 		$12.8M Buy
302,054
+37,878
+14% +$1.72M 0.01% 1107
2017
Q4 		$12.3M Buy
+264,176
New +$11.8M 0.01% 1137
2017
Q1 		– Sell
-177,129
Closed -$6.67M – 4026
2016
Q4 		$6.67M Buy
+177,129
New +$6.75M 0.01% 1456
2016
Q3 		– Sell
-134,119
Closed -$4.39M – 4238
2016
Q2 		$4.39M Buy
134,119
+14,165
+12% +$486K ﹤0.01% 1724
2016
Q1 		$4.22M Sell
119,954
-3,010
-2% -$98.3K 0.01% 1649
2015
Q4 		$4.13M Sell
122,964
-30,410
-20% -$1.11M ﹤0.01% 1736
2015
Q3 		$5.34M Sell
153,374
-17,177
-10% -$594K 0.01% 1514
2015
Q2 		$6.32M Buy
170,551
+3,555
+2% +$138K 0.01% 1562
2015
Q1 		$6.23M Sell
166,996
-50,965
-23% -$1.99M 0.01% 1495
2014
Q4 		$8.8M Buy
217,961
+42,204
+24% +$1.87M 0.01% 1369
2014
Q3 		$7.99M Sell
175,757
-26,899
-13% -$1.31M 0.01% 1434
2014
Q2 		$9.29M Buy
202,656
+60,237
+42% +$2.69M 0.01% 1449
2014
Q1 		$6.26M Sell
142,419
-18,698
-12% -$776K 0.01% 1578
2013
Q4 		$7.36M Sell
161,117
-10,493
-6% -$449K 0.01% 1505
2013
Q3 		$6.95M Buy
171,610
+46,109
+37% +$1.71M 0.01% 1384
2013
Q2 		$4.08M Buy
+125,501
New +$4.29M ﹤0.01% 1738

Other funds holding SHG

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $1.66T AUM 25.57% 1-Year Est. Return
AG
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Credit Suisse's SHG Position: Q4 2019 in Review

Credit Suisse sold out of Shinhan Financial Group (SHG) in Q4 2019, closing a stake of 224,857 shares — an estimated $7.87M sold.

Credit Suisse first reported a position in SHG in Q2 2013 and held it in 20 quarters. The position peaked at $16.2M in Q2 2019. 114 funds tracked by Wall St. Rank hold SHG as of Q4 2019.

  • Credit Suisse reported no remaining Shinhan Financial Group position as of Q4 2019 after selling out during the quarter.
  • Credit Suisse sold 224,857 Shinhan Financial Group shares in Q4 2019, an estimated $7.87M.
  • Credit Suisse first reported a position in Shinhan Financial Group in Q2 2013 and held it in 20 quarters.
  • Credit Suisse's Shinhan Financial Group position peaked at $16.2M in Q2 2019.
  • 114 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2019.

Based on Credit Suisse's 13F filing for Q4 2019, filed 12 Feb 2020.