ECM
SHG icon

Evergreen Capital Management’s Shinhan Financial Group SHG Stock Holding History

Evergreen Capital 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
2026
Q1 		$419K Buy
6,830
+61
+0.9% +$3.74K 0.01% 907
2025
Q4 		$363K Hold
6,769
– – 0.01% 923
2025
Q3 		$341K Hold
6,769
– – 0.01% 882
2025
Q2 		$306K Buy
+6,769
New +$258K 0.01% 790
2022
Q2 		– Sell
-9,289
Closed -$311K – 668
2022
Q1 		$311K Buy
9,289
+1,788
+24% +$57.8K 0.01% 474
2021
Q4 		$232K Buy
+7,501
New +$241K 0.01% 555
2021
Q3 		– Sell
-5,572
Closed -$200K – 592
2021
Q2 		$200K Buy
+5,572
New +$200K 0.01% 503
2019
Q3 		– Sell
-7,011
Closed -$273K – 468
2019
Q2 		$273K Buy
7,011
+68
+1% +$2.63K 0.03% 329
2019
Q1 		$258K Buy
+6,943
New +$261K 0.03% 316

Other funds holding SHG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return