Next Financial Group’s Shinhan Financial Group SHG Stock Holding History

Next Financial 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
2021 Q4	$0	Buy	+3	New	+$96	﹤0.01%	2961
2020 Q2	–	Sell	-14	Closed	–	–	1670
2020 Q1	$0	Hold	14	–	–	﹤0.01%	2375
2019 Q4	$1K	Hold	14	–	–	﹤0.01%	2297
2019 Q3	$0	Sell	14 -6	-30%	-$213	﹤0.01%	2410
2019 Q2	$1K	Hold	20	–	–	﹤0.01%	2248
2019 Q1	$1K	Buy	+20	New	+$751	﹤0.01%	1583
2014 Q4	–	Sell	-18	Closed	-$1K	–	2304
2014 Q3	$1K	Buy	+18	New	+$875	﹤0.01%	2448

Other funds holding SHG

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

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

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 New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

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

CGH

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Next Financial Group's SHG Position: Q4 2021 in Review

Next Financial Group opened a new position in Shinhan Financial Group (SHG) in Q4 2021: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2961 among its holdings. This is a return to the name: Next Financial Group previously reported a position in SHG as recently as Q1 2020.

Next Financial Group first reported a position in SHG in Q3 2014 and has held it in 7 quarters since. The position peaked at $1K in Q4 2019. 140 funds tracked by Wall St. Rank hold SHG as of Q4 2021.

Next Financial Group held 3 shares of Shinhan Financial Group worth $0 as of Q4 2021.
Shinhan Financial Group was a new Next Financial Group position in Q4 2021.
Shinhan Financial Group made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2961 holding.
Next Financial Group first reported a position in Shinhan Financial Group in Q3 2014 and has held it in 7 quarters since.
Next Financial Group's Shinhan Financial Group position peaked at $1K in Q4 2019.
140 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.