MHR
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Matthew Hamilton Rosenberg’s Shinhan Financial Group SHG Stock Holding History

Matthew Hamilton Rosenberg’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
-9
Closed -$238 – 957
2023
Q3 		$238 Hold
9
– – ﹤0.01% 852
2023
Q2 		$235 Hold
9
– – ﹤0.01% 876
2023
Q1 		$242 Hold
9
– – ﹤0.01% 909
2022
Q4 		$251 Buy
+9
New +$242 ﹤0.01% 901

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

Matthew Hamilton Rosenberg's SHG Position: Q4 2023 in Review

Matthew Hamilton Rosenberg sold out of Shinhan Financial Group (SHG) in Q4 2023, closing a stake of 9 shares — an estimated $238 sold.

Matthew Hamilton Rosenberg first reported a position in SHG in Q4 2022 and held it in 4 quarters. The position peaked at $251 in Q4 2022. 162 funds tracked by Wall St. Rank hold SHG as of Q4 2023.

  • Matthew Hamilton Rosenberg reported no remaining Shinhan Financial Group position as of Q4 2023 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 9 Shinhan Financial Group shares in Q4 2023, an estimated $238.
  • Matthew Hamilton Rosenberg first reported a position in Shinhan Financial Group in Q4 2022 and held it in 4 quarters.
  • Matthew Hamilton Rosenberg's Shinhan Financial Group position peaked at $251 in Q4 2022.
  • 162 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2023, filed 16 Jan 2024.