HSBC Holdings
SHG icon

HSBC Holdings’s Shinhan Financial Group SHG Stock Holding History

HSBC Holdings’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
Q3 		– Sell
-6,711
Closed -$234K – 3136
2024
Q2 		$234K Buy
+6,711
New +$226K ﹤0.01% 2454
2019
Q2 		– Sell
-6,467
Closed -$240K – 2838
2019
Q1 		$240K Buy
6,467
+190
+3% +$7.13K ﹤0.01% 2461
2018
Q4 		$223K Sell
6,277
-47,484
-88% -$1.79M ﹤0.01% 2430
2018
Q3 		$2.16M Buy
53,761
+24,914
+86% +$962K ﹤0.01% 1445
2018
Q2 		$1.11M Buy
28,847
+13,260
+85% +$566K ﹤0.01% 1744
2018
Q1 		$661K Buy
15,587
+997
+7% +$45.2K ﹤0.01% 1825
2017
Q4 		$677K Buy
14,590
+2,787
+24% +$125K ﹤0.01% 1416
2017
Q3 		$521K Sell
11,803
-914
-7% -$41.5K ﹤0.01% 1712
2017
Q2 		$552K Buy
12,717
+500
+4% +$21.6K ﹤0.01% 1660
2017
Q1 		$511K Buy
12,217
+1,419
+13% +$57.7K ﹤0.01% 1605
2016
Q4 		$406K Sell
10,798
-1,869
-15% -$71.3K ﹤0.01% 1992
2016
Q3 		$440K Sell
12,667
-3
-0% -$107 ﹤0.01% 1609
2016
Q2 		$414K Sell
12,670
-22,397
-64% -$769K ﹤0.01% 1637
2016
Q1 		$1.24M Sell
35,067
-23,607
-40% -$771K ﹤0.01% 1270
2015
Q4 		$1.97M Buy
58,674
+22,205
+61% +$809K ﹤0.01% 1259
2015
Q3 		$1.27M Buy
36,469
+26,426
+263% +$914K ﹤0.01% 1172
2015
Q2 		$372K Sell
10,043
-19,693
-66% -$763K ﹤0.01% 1523
2015
Q1 		$1.11M Buy
29,736
+5,350
+22% +$209K ﹤0.01% 1327
2014
Q4 		$985K Sell
24,386
-22,628
-48% -$1M ﹤0.01% 1331
2014
Q3 		$2.13M Buy
47,014
+11,708
+33% +$569K ﹤0.01% 1139
2014
Q2 		$1.62M Sell
35,306
-626
-2% -$28K ﹤0.01% 1189
2014
Q1 		$1.58M Sell
35,932
-327
-0.9% -$13.6K ﹤0.01% 1129
2013
Q4 		$1.66M Sell
36,259
-3,452
-9% -$148K ﹤0.01% 1163
2013
Q3 		$1.61M Buy
39,711
+4,704
+13% +$174K ﹤0.01% 1150
2013
Q2 		$1.14M Buy
+35,007
New +$1.2M ﹤0.01% 1055

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
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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HSBC Holdings's SHG Position: Q3 2024 in Review

HSBC Holdings sold out of Shinhan Financial Group (SHG) in Q3 2024, closing a stake of 6,711 shares — an estimated $234K sold.

HSBC Holdings first reported a position in SHG in Q2 2013 and held it in 25 quarters. The position peaked at $2.16M in Q3 2018. 194 funds tracked by Wall St. Rank hold SHG as of Q3 2024.

  • HSBC Holdings reported no remaining Shinhan Financial Group position as of Q3 2024 after selling out during the quarter.
  • HSBC Holdings sold 6,711 Shinhan Financial Group shares in Q3 2024, an estimated $234K.
  • HSBC Holdings first reported a position in Shinhan Financial Group in Q2 2013 and held it in 25 quarters.
  • HSBC Holdings's Shinhan Financial Group position peaked at $2.16M in Q3 2018.
  • 194 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2024.

Based on HSBC Holdings's 13F filing for Q3 2024, filed 14 Nov 2024.