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

Cresset 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
2024
Q4 		– Sell
-22,213
Closed -$941K – 2147
2024
Q3 		$941K Buy
22,213
+4,793
+28% +$196K ﹤0.01% 1192
2024
Q2 		$606K Sell
17,420
-2,167
-11% -$72.9K ﹤0.01% 1355
2024
Q1 		$703K Buy
19,587
+4,625
+31% +$149K ﹤0.01% 1163
2023
Q4 		$461K Sell
14,962
-2,735
-15% -$75.2K ﹤0.01% 1275
2023
Q3 		$469K Buy
17,697
+268
+2% +$7.19K ﹤0.01% 1217
2023
Q2 		$454K Buy
+17,429
New +$464K ﹤0.01% 1331
2021
Q4 		– Sell
-9,886
Closed -$333K – 1280
2021
Q3 		$333K Buy
9,886
+2,739
+38% +$91.6K ﹤0.01% 802
2021
Q2 		$256K Buy
7,147
+657
+10% +$23.6K ﹤0.01% 847
2021
Q1 		$228K Sell
6,490
-921
-12% -$27.9K ﹤0.01% 806
2020
Q4 		$221K Sell
7,411
-1,977
-21% -$56.4K ﹤0.01% 675
2020
Q3 		$216K Buy
+9,388
New +$236K ﹤0.01% 622
2019
Q2 		– Sell
-494
Closed -$18K – 1479
2019
Q1 		$18K Buy
494
+347
+236% +$13K ﹤0.01% 1050
2018
Q4 		$5K Buy
+147
New +$5.55K ﹤0.01% 1032

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Cresset Asset Management's SHG Position: Q4 2024 in Review

Cresset Asset Management sold out of Shinhan Financial Group (SHG) in Q4 2024, closing a stake of 22,213 shares — an estimated $941K sold.

Cresset Asset Management first reported a position in SHG in Q4 2018 and held it in 13 quarters. The position peaked at $941K in Q3 2024. 209 funds tracked by Wall St. Rank hold SHG as of Q4 2024.

  • Cresset Asset Management reported no remaining Shinhan Financial Group position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 22,213 Shinhan Financial Group shares in Q4 2024, an estimated $941K.
  • Cresset Asset Management first reported a position in Shinhan Financial Group in Q4 2018 and held it in 13 quarters.
  • Cresset Asset Management's Shinhan Financial Group position peaked at $941K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.