HSBC Holdings
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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
2015
Q3 		– Sell
-26,450
Closed -$980K – 2135
2015
Q2 		$980K Buy
+26,450
New +$1.02M ﹤0.01% 1257

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.