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Creekmur Asset Management’s Shinhan Financial Group SHG Stock Holding History

Creekmur 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
2025
Q1 		– Sell
-179
Closed -$5.89K – 954
2024
Q4 		$5.89K Hold
179
– – ﹤0.01% 476
2024
Q3 		$7.58K Hold
179
– – ﹤0.01% 489
2024
Q2 		$6.23K Buy
+179
New +$6.02K ﹤0.01% 559

Other funds holding SHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Creekmur Asset Management's SHG Position: Q1 2025 in Review

Creekmur Asset Management sold out of Shinhan Financial Group (SHG) in Q1 2025, closing a stake of 179 shares — an estimated $5.89K sold.

Creekmur Asset Management first reported a position in SHG in Q2 2024 and held it in 3 quarters. The position peaked at $7.58K in Q3 2024. 208 funds tracked by Wall St. Rank hold SHG as of Q1 2025.

  • Creekmur Asset Management reported no remaining Shinhan Financial Group position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 179 Shinhan Financial Group shares in Q1 2025, an estimated $5.89K.
  • Creekmur Asset Management first reported a position in Shinhan Financial Group in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's Shinhan Financial Group position peaked at $7.58K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.