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Knights of Columbus Asset Advisors’s Shinhan Financial Group SHG Stock Holding History

Knights of Columbus Asset Advisors’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
2020
Q3 		– Sell
-31,538
Closed -$759K – 332
2020
Q2 		$759K Buy
31,538
+4
+0% +$98 0.09% 268
2020
Q1 		$735K Hold
31,534
– – 0.09% 281
2019
Q4 		$1.2M Buy
+31,534
New +$1.17M 0.11% 306

Other funds holding SHG

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Knights of Columbus Asset Advisors's SHG Position: Q3 2020 in Review

Knights of Columbus Asset Advisors sold out of Shinhan Financial Group (SHG) in Q3 2020, closing a stake of 31,538 shares — an estimated $759K sold.

Knights of Columbus Asset Advisors first reported a position in SHG in Q4 2019 and held it in 3 quarters. The position peaked at $1.2M in Q4 2019. 107 funds tracked by Wall St. Rank hold SHG as of Q3 2020.

  • Knights of Columbus Asset Advisors reported no remaining Shinhan Financial Group position as of Q3 2020 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 31,538 Shinhan Financial Group shares in Q3 2020, an estimated $759K.
  • Knights of Columbus Asset Advisors first reported a position in Shinhan Financial Group in Q4 2019 and held it in 3 quarters.
  • Knights of Columbus Asset Advisors's Shinhan Financial Group position peaked at $1.2M in Q4 2019.
  • 107 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2020.

Based on Knights of Columbus Asset Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.