LGF
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LGT Group Foundation’s Shinhan Financial Group SHG Stock Holding History

LGT Group Foundation’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
Q3 		– Sell
-31,968
Closed – – 295
2024
Q2 		$0 Sell
31,968
-893
-3% -$30K ﹤0.01% 285
2024
Q1 		$0 Sell
32,861
-308
-0.9% -$9.96K ﹤0.01% 275
2023
Q4 		$1.03M Sell
33,169
-950
-3% -$26.1K 0.02% 202
2023
Q3 		$888K Sell
34,119
-2,156
-6% -$57.8K 0.02% 211
2023
Q2 		$945K Hold
36,275
– – 0.02% 221
2023
Q1 		$977K Hold
36,275
– – 0.03% 221
2022
Q4 		$1.01M Hold
36,275
– – 0.03% 219
2022
Q3 		$835K Hold
36,275
– – 0.03% 202
2022
Q2 		$1.04M Sell
36,275
-6,412
-15% -$208K 0.03% 198
2022
Q1 		$1.44M Sell
42,687
-939
-2% -$30.4K 0.03% 207
2021
Q4 		$1.35M Buy
+43,626
New +$1.4M 0.03% 199

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

LGT Group Foundation's SHG Position: Q3 2024 in Review

LGT Group Foundation sold out of Shinhan Financial Group (SHG) in Q3 2024, closing a stake of 31,968 shares.

LGT Group Foundation first reported a position in SHG in Q4 2021 and held it in 11 quarters. The position peaked at $1.44M in Q1 2022. 194 funds tracked by Wall St. Rank hold SHG as of Q3 2024.

  • LGT Group Foundation reported no remaining Shinhan Financial Group position as of Q3 2024 after selling out during the quarter.
  • LGT Group Foundation sold 31,968 Shinhan Financial Group shares in Q3 2024.
  • LGT Group Foundation first reported a position in Shinhan Financial Group in Q4 2021 and held it in 11 quarters.
  • LGT Group Foundation's Shinhan Financial Group position peaked at $1.44M in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2024.

Based on LGT Group Foundation's 13F filing for Q3 2024, filed 13 Nov 2024.