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MilWealth Group’s Shinhan Financial Group SHG Stock Holding History

MilWealth Group’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
2022
Q1 		– Sell
-21
Closed -$650 – 138
2021
Q4 		$650 Hold
21
– – ﹤0.01% 155
2021
Q3 		$708 Buy
+21
New +$702 ﹤0.01% 168

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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 $30.8B AUM 11.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

MilWealth Group's SHG Position: Q1 2022 in Review

MilWealth Group sold out of Shinhan Financial Group (SHG) in Q1 2022, closing a stake of 21 shares — an estimated $650 sold.

MilWealth Group first reported a position in SHG in Q3 2021 and held it in 2 quarters. The position peaked at $708 in Q3 2021. 141 funds tracked by Wall St. Rank hold SHG as of Q1 2022.

  • MilWealth Group reported no remaining Shinhan Financial Group position as of Q1 2022 after selling out during the quarter.
  • MilWealth Group sold 21 Shinhan Financial Group shares in Q1 2022, an estimated $650.
  • MilWealth Group first reported a position in Shinhan Financial Group in Q3 2021 and held it in 2 quarters.
  • MilWealth Group's Shinhan Financial Group position peaked at $708 in Q3 2021.
  • 141 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.