JWM
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Janiczek Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Janiczek Wealth Management’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
Q2 		$94.5K Sell
2,715
-171
-6% -$5.75K 0.02% 289
2024
Q1 		$103K Buy
2,886
+581
+25% +$18.8K 0.02% 283
2023
Q4 		$70.9K Buy
2,305
+704
+44% +$19.4K 0.02% 331
2023
Q3 		$42.4K Buy
1,601
+510
+47% +$13.7K 0.01% 383
2023
Q2 		$28.4K Buy
1,091
+351
+47% +$9.34K 0.01% 405
2023
Q1 		$20.1K Sell
740
-46
-6% -$1.4K 0.01% 455
2022
Q4 		$25.6K Buy
786
+621
+376% +$16.7K 0.01% 412
2022
Q3 		$4K Sell
165
-837
-84% -$22.2K ﹤0.01% 695
2022
Q2 		$28K Buy
1,002
+435
+77% +$14.1K 0.01% 415
2022
Q1 		$19K Buy
567
+183
+48% +$5.92K 0.01% 470
2021
Q4 		$12K Sell
384
-310
-45% -$9.95K ﹤0.01% 574
2021
Q3 		$23K Buy
694
+61
+10% +$2.04K 0.01% 433
2021
Q2 		$23K Buy
633
+163
+35% +$5.85K 0.01% 399
2021
Q1 		$16K Sell
470
-32
-6% -$969 0.01% 449
2020
Q4 		$15K Buy
+502
New +$14.3K 0.01% 397

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Janiczek Wealth Management's SHG Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Shinhan Financial Group (SHG) stake by 5.9% in Q2 2024, selling an estimated $5.75K and leaving 2,715 shares worth $94.5K. The position accounts for 0.02% of the portfolio, ranked #289.

Janiczek Wealth Management first reported a position in SHG in Q4 2020 and has held it in 15 quarters since. The position peaked at $103K in Q1 2024. 181 funds tracked by Wall St. Rank hold SHG as of Q2 2024.

  • Janiczek Wealth Management held 2,715 shares of Shinhan Financial Group worth $94.5K as of Q2 2024.
  • Janiczek Wealth Management sold 171 Shinhan Financial Group shares in Q2 2024, an estimated $5.75K.
  • Shinhan Financial Group made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #289 holding.
  • Janiczek Wealth Management first reported a position in Shinhan Financial Group in Q4 2020 and has held it in 15 quarters since.
  • Janiczek Wealth Management's Shinhan Financial Group position peaked at $103K in Q1 2024.
  • 181 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.