EWA
SHG icon

Evolution Wealth Advisors’s Shinhan Financial Group SHG Stock Holding History

Evolution Wealth Advisors’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
2020
Q4 		– Sell
-486
Closed -$11K – 624
2020
Q3 		$11K Buy
486
+115
+31% +$2.9K ﹤0.01% 342
2020
Q2 		$9K Hold
371
– – ﹤0.01% 307
2020
Q1 		$9K Buy
+371
New +$11K ﹤0.01% 217
2019
Q4 		– Sell
-323
Closed -$11K – 685
2019
Q3 		$11K Buy
+323
New +$11.5K 0.01% 158

Other funds holding SHG

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evolution Wealth Advisors's SHG Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Shinhan Financial Group (SHG) in Q4 2020, closing a stake of 486 shares — an estimated $11K sold.

Evolution Wealth Advisors first reported a position in SHG in Q3 2019 and held it in 4 quarters. The position peaked at $11K in Q3 2020. 115 funds tracked by Wall St. Rank hold SHG as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining Shinhan Financial Group position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 486 Shinhan Financial Group shares in Q4 2020, an estimated $11K.
  • Evolution Wealth Advisors first reported a position in Shinhan Financial Group in Q3 2019 and held it in 4 quarters.
  • Evolution Wealth Advisors's Shinhan Financial Group position peaked at $11K in Q3 2020.
  • 115 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.