First Trust Direct Indexing’s Shinhan Financial Group SHG Stock Holding History

First Trust Direct Indexing’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	-21,997	Closed	-$932K	–	758
2024 Q3	$932K	Sell	21,997 -1,307	-6%	-$53.5K	0.05%	370
2024 Q2	$811K	Sell	23,304 -853	-4%	-$28.7K	0.05%	369
2024 Q1	$857K	Sell	24,157 -25,621	-51%	-$828K	0.06%	329
2023 Q4	$1.53M	Sell	49,778 -4,467	-8%	-$123K	0.14%	169
2023 Q3	$1.44M	Buy	54,245 +2,699	+5%	+$72.4K	0.16%	135
2023 Q2	$1.34M	Buy	51,546 +8,132	+19%	+$216K	0.15%	154
2023 Q1	$1.17M	Sell	43,414 -2,237	-5%	-$68.3K	0.14%	176
2022 Q4	$1.28M	Sell	45,651 -4,642	-9%	-$125K	0.17%	151
2022 Q3	$1.16M	Sell	50,293 -3,326	-6%	-$88.1K	0.17%	148
2022 Q2	$1.53M	Buy	53,619 +7,254	+16%	+$236K	0.21%	109
2022 Q1	$1.55M	Buy	46,365 +2,261	+5%	+$73.1K	0.19%	120
2021 Q4	$1.36M	Buy	44,104 +408	+0.9%	+$13.1K	0.18%	133
2021 Q3	$1.47M	Buy	43,696 +2,371	+6%	+$79.3K	0.21%	104
2021 Q2	$1.48M	Buy	41,325 +21,215	+105%	+$762K	0.22%	103
2021 Q1	$674K	Buy	20,110 +694	+4%	+$21K	0.18%	167
2020 Q4	$578K	Buy	+19,416	New	+$554K	0.16%	165

Other funds holding SHG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

First Trust Direct Indexing's SHG Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Shinhan Financial Group (SHG) in Q4 2024, closing a stake of 21,997 shares — an estimated $932K sold.

First Trust Direct Indexing first reported a position in SHG in Q4 2020 and held it in 16 quarters. The position peaked at $1.55M in Q1 2022. 209 funds tracked by Wall St. Rank hold SHG as of Q4 2024.

First Trust Direct Indexing reported no remaining Shinhan Financial Group position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 21,997 Shinhan Financial Group shares in Q4 2024, an estimated $932K.
First Trust Direct Indexing first reported a position in Shinhan Financial Group in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Shinhan Financial Group position peaked at $1.55M in Q1 2022.
209 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.