EFSCE
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Enterprise Financial Services Corp (EFSC)’s Shinhan Financial Group SHG Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q3 		– Sell
-1,250
Closed -$45K – 1068
2021
Q2 		$45K Hold
1,250
– – 0.01% 409
2021
Q1 		$42K Buy
1,250
+291
+30% +$8.81K 0.01% 444
2020
Q4 		$29K Buy
959
+69
+8% +$1.97K 0.01% 494
2020
Q3 		$21K Buy
890
+73
+9% +$1.84K ﹤0.01% 550
2020
Q2 		$20K Buy
817
+572
+233% +$14K ﹤0.01% 547
2020
Q1 		$6K Sell
245
-164
-40% -$4.85K ﹤0.01% 772
2019
Q4 		$16K Buy
409
+154
+60% +$5.7K ﹤0.01% 628
2019
Q3 		$9K Sell
255
-217
-46% -$7.7K ﹤0.01% 729
2019
Q2 		$18K Buy
472
+171
+57% +$6.62K ﹤0.01% 604
2019
Q1 		$11K Buy
301
+134
+80% +$5.03K ﹤0.01% 731
2018
Q4 		$6K Sell
167
-227
-58% -$8.57K ﹤0.01% 624
2018
Q3 		$16K Buy
394
+50
+15% +$1.93K 0.01% 481
2018
Q2 		$13K Sell
344
-127
-27% -$5.42K 0.01% 540
2018
Q1 		$20K Buy
471
+239
+103% +$10.8K 0.01% 465
2017
Q4 		$11K Hold
232
– – 0.01% 565
2017
Q3 		$10K Hold
232
– – ﹤0.01% 580
2017
Q2 		$10K Hold
232
– – 0.01% 585
2017
Q1 		$10K Hold
232
– – ﹤0.01% 619
2016
Q4 		$9K Hold
232
– – ﹤0.01% 628
2016
Q3 		$8K Buy
232
+130
+127% +$4.62K ﹤0.01% 640
2016
Q2 		$3K Sell
102
-89
-47% -$3.05K ﹤0.01% 794
2016
Q1 		$7K Sell
191
-86
-31% -$2.81K ﹤0.01% 639
2015
Q4 		$9K Hold
277
– – 0.01% 595
2015
Q3 		$10K Buy
277
+32
+13% +$1.11K 0.01% 546
2015
Q2 		$9K Hold
245
– – 0.01% 591
2015
Q1 		$9K Buy
245
+205
+513% +$8.01K 0.01% 651
2014
Q4 		$2K Hold
40
– – ﹤0.01% 1053
2014
Q3 		$2K Hold
40
– – ﹤0.01% 1037
2014
Q2 		$2K Hold
40
– – ﹤0.01% 1070
2014
Q1 		$2K Hold
40
– – ﹤0.01% 1084
2013
Q4 		$2K Hold
40
– – ﹤0.01% 1014
2013
Q3 		$2K Buy
+40
New +$1.48K ﹤0.01% 1019

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SHG Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Shinhan Financial Group (SHG) in Q3 2021, closing a stake of 1,250 shares — an estimated $45K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SHG in Q3 2013 and held it in 32 quarters. The position peaked at $45K in Q2 2021. 138 funds tracked by Wall St. Rank hold SHG as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Shinhan Financial Group position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 1,250 Shinhan Financial Group shares in Q3 2021, an estimated $45K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Shinhan Financial Group in Q3 2013 and held it in 32 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Shinhan Financial Group position peaked at $45K in Q2 2021.
  • 138 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.