Marshall Wace North America’s Shinhan Financial Group SHG Stock Holding History

Marshall Wace North America’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
2021 Q3	$3.67M	Buy	109,005 +58,736	+117%	+$1.96M	0.02%	586
2021 Q2	$1.8M	Buy	50,269 +38,559	+329%	+$1.38M	0.01%	842
2021 Q1	$392K	Buy	+11,710	New	+$355K	﹤0.01%	1258
2020 Q3	–	Sell	-10,547	Closed	-$254K	–	1448
2020 Q2	$254K	Buy	+10,547	New	+$258K	﹤0.01%	1030
2019 Q2	–	Sell	-1,634	Closed	-$61K	–	1558
2019 Q1	$61K	Sell	1,634 -31,323	-95%	-$1.18M	﹤0.01%	1227
2018 Q4	$1.17M	Buy	+32,957	New	+$1.24M	0.01%	576
2018 Q1	–	Sell	-4,858	Closed	-$225K	–	1676
2017 Q4	$225K	Buy	+4,858	New	+$218K	﹤0.01%	1271
2017 Q3	–	Sell	-17,714	Closed	-$762K	–	1471
2017 Q2	$762K	Buy	17,714 +5,794	+49%	+$250K	0.01%	1002
2017 Q1	$501K	Buy	+11,920	New	+$485K	﹤0.01%	813

Other funds holding SHG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Marshall Wace North America's SHG Position: Q3 2021 in Review

Marshall Wace North America increased its Shinhan Financial Group (SHG) stake by 117% in Q3 2021, buying an estimated $1.96M and bringing the position to 109,005 shares worth $3.67M. The position accounts for 0.02% of the portfolio, ranked #586.

Marshall Wace North America first reported a position in SHG in Q1 2017 and has held it in 9 quarters since. 139 funds tracked by Wall St. Rank hold SHG as of Q3 2021.

Marshall Wace North America held 109,005 shares of Shinhan Financial Group worth $3.67M as of Q3 2021.
Marshall Wace North America bought 58,736 Shinhan Financial Group shares in Q3 2021, an estimated $1.96M.
Shinhan Financial Group made up 0.02% of Marshall Wace North America's portfolio in Q3 2021, its #586 holding.
Marshall Wace North America first reported a position in Shinhan Financial Group in Q1 2017 and has held it in 9 quarters since.
139 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.