Ken Fisher
SHG icon

Ken Fisher’s Shinhan Financial Group SHG Stock Holding History

Ken Fisher’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
2023
Q4 		– Sell
-8,904
Closed -$236K – 1104
2023
Q3 		$236K Buy
8,904
+245
+3% +$6.57K ﹤0.01% 986
2023
Q2 		$226K Buy
8,659
+65
+0.8% +$1.73K ﹤0.01% 1006
2023
Q1 		$232K Sell
8,594
-945
-10% -$28.8K ﹤0.01% 960
2022
Q4 		$266K Buy
9,539
+43
+0.5% +$1.16K ﹤0.01% 935
2022
Q3 		$218K Buy
+9,496
New +$251K ﹤0.01% 875
2019
Q3 		– Sell
-21,787
Closed -$847K – 867
2019
Q2 		$847K Hold
21,787
– – ﹤0.01% 615
2019
Q1 		$809K Sell
21,787
-2,213
-9% -$83.1K ﹤0.01% 599
2018
Q4 		$852K Sell
24,000
-12,300
-34% -$464K ﹤0.01% 606
2018
Q3 		$1.46M Sell
36,300
-20,313
-36% -$784K ﹤0.01% 552
2018
Q2 		$2.18M Sell
56,613
-10,177
-15% -$434K ﹤0.01% 524
2018
Q1 		$2.83M Hold
66,790
– – ﹤0.01% 497
2017
Q4 		$3.1M Sell
66,790
-1,589
-2% -$71.3K ﹤0.01% 483
2017
Q3 		$3.03M Buy
68,379
+3,994
+6% +$181K ﹤0.01% 458
2017
Q2 		$2.8M Sell
64,385
-794
-1% -$34.3K ﹤0.01% 436
2017
Q1 		$2.72M Sell
65,179
-6,111
-9% -$249K ﹤0.01% 398
2016
Q4 		$2.68M Sell
71,290
-201
-0.3% -$7.66K ﹤0.01% 392
2016
Q3 		$2.6M Sell
71,491
-809
-1% -$28.8K ﹤0.01% 422
2016
Q2 		$2.36M Hold
72,300
– – ﹤0.01% 449
2016
Q1 		$2.63M Sell
72,300
-1,836
-2% -$60K 0.01% 441
2015
Q4 		$2.49M Buy
74,136
+46
+0.1% +$1.68K ﹤0.01% 446
2015
Q3 		$2.58M Sell
74,090
-9,720
-12% -$336K 0.01% 419
2015
Q2 		$3.11M Buy
83,810
+5,919
+8% +$229K 0.01% 364
2015
Q1 		$2.9M Buy
77,891
+60,764
+355% +$2.38M 0.01% 366
2014
Q4 		$692K Hold
17,127
– – ﹤0.01% 426
2014
Q3 		$779K Sell
17,127
-5,192
-23% -$253K ﹤0.01% 406
2014
Q2 		$1.02M Buy
22,319
+6,030
+37% +$269K ﹤0.01% 400
2014
Q1 		$716K Buy
16,289
+11,864
+268% +$492K ﹤0.01% 392
2013
Q4 		$202K Buy
+4,425
New +$189K ﹤0.01% 495

Other funds holding SHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Ken Fisher's SHG Position: Q4 2023 in Review

Ken Fisher sold out of Shinhan Financial Group (SHG) in Q4 2023, closing a stake of 8,904 shares — an estimated $236K sold.

Ken Fisher first reported a position in SHG in Q4 2013 and held it in 28 quarters. The position peaked at $3.11M in Q2 2015. 163 funds tracked by Wall St. Rank hold SHG as of Q4 2023.

  • Ken Fisher reported no remaining Shinhan Financial Group position as of Q4 2023 after selling out during the quarter.
  • Ken Fisher sold 8,904 Shinhan Financial Group shares in Q4 2023, an estimated $236K.
  • Ken Fisher first reported a position in Shinhan Financial Group in Q4 2013 and held it in 28 quarters.
  • Ken Fisher's Shinhan Financial Group position peaked at $3.11M in Q2 2015.
  • 163 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.