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Gradient Investments’s Shinhan Financial Group SHG Stock Holding History

Gradient Investments’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
Q1 		– Sell
-54
Closed -$1.66K – 1742
2023
Q4 		$1.66K Hold
54
– – ﹤0.01% 1283
2023
Q3 		$1.43K Hold
54
– – ﹤0.01% 1267
2023
Q2 		$1.41K Buy
+54
New +$1.44K ﹤0.01% 1261

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Gradient Investments's SHG Position: Q1 2024 in Review

Gradient Investments sold out of Shinhan Financial Group (SHG) in Q1 2024, closing a stake of 54 shares — an estimated $1.66K sold.

Gradient Investments first reported a position in SHG in Q2 2023 and held it in 3 quarters. The position peaked at $1.66K in Q4 2023. 174 funds tracked by Wall St. Rank hold SHG as of Q1 2024.

  • Gradient Investments reported no remaining Shinhan Financial Group position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 54 Shinhan Financial Group shares in Q1 2024, an estimated $1.66K.
  • Gradient Investments first reported a position in Shinhan Financial Group in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's Shinhan Financial Group position peaked at $1.66K in Q4 2023.
  • 174 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.