Lenox Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Lenox 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
2020 Q2	$7K	Sell	316 -249	-44%	-$6.1K	﹤0.01%	491
2020 Q1	$13K	Buy	565 +283	+100%	+$8.38K	﹤0.01%	363
2019 Q4	$11K	Buy	282 +61	+28%	+$2.26K	﹤0.01%	434
2019 Q3	$7K	Buy	221 +189	+591%	+$6.71K	﹤0.01%	494
2019 Q2	$1K	Buy	+32	New	+$1.24K	﹤0.01%	653
2018 Q3	–	Sell	-52	Closed	-$2K	–	663
2018 Q2	$2K	Buy	+52	New	+$2.22K	﹤0.01%	508

Other funds holding SHG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Lenox Wealth Management's SHG Position: Q2 2020 in Review

Lenox Wealth Management reduced its Shinhan Financial Group (SHG) stake by 44% in Q2 2020, selling an estimated $6.1K and leaving 316 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Lenox Wealth Management first reported a position in SHG in Q2 2018 and has held it in 6 quarters since. The position peaked at $13K in Q1 2020. 108 funds tracked by Wall St. Rank hold SHG as of Q2 2020.

Lenox Wealth Management held 316 shares of Shinhan Financial Group worth $7K as of Q2 2020.
Lenox Wealth Management sold 249 Shinhan Financial Group shares in Q2 2020, an estimated $6.1K.
Shinhan Financial Group made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #491 holding.
Lenox Wealth Management first reported a position in Shinhan Financial Group in Q2 2018 and has held it in 6 quarters since.
Lenox Wealth Management's Shinhan Financial Group position peaked at $13K in Q1 2020.
108 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.