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Orbis Allan Gray’s Shinhan Financial Group SHG Stock Holding History

Orbis Allan Gray’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
Q4 		– Sell
-287,697
Closed -$12.2M – 92
2024
Q3 		$12.2M Sell
287,697
-253,863
-47% -$10.4M 0.06% 74
2024
Q2 		$18.9M Buy
541,560
+62,654
+13% +$2.11M 0.12% 66
2024
Q1 		$17M Sell
478,906
-52,099
-10% -$1.68M 0.1% 66
2023
Q4 		$16.3M Buy
531,005
+14,232
+3% +$391K 0.1% 65
2023
Q3 		$13.7M Buy
516,773
+42,626
+9% +$1.14M 0.1% 69
2023
Q2 		$12.4M Buy
474,147
+20,906
+5% +$556K 0.09% 69
2023
Q1 		$12.2M Buy
+453,241
New +$13.8M 0.1% 61
2017
Q3 		– Sell
-129,915
Closed -$5.65M – 67
2017
Q2 		$5.65M Sell
129,915
-71,199
-35% -$3.08M 0.04% 56
2017
Q1 		$8.4M Sell
201,114
-7,956
-4% -$324K 0.06% 58
2016
Q4 		$7.87M Hold
209,070
– – 0.06% 59
2016
Q3 		$7.62M Buy
209,070
+52,852
+34% +$1.88M 0.05% 67
2016
Q2 		$5.11M Buy
156,218
+61,673
+65% +$2.12M 0.04% 67
2016
Q1 		$3.33M Buy
+94,545
New +$3.09M 0.03% 73

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Orbis Allan Gray's SHG Position: Q4 2024 in Review

Orbis Allan Gray sold out of Shinhan Financial Group (SHG) in Q4 2024, closing a stake of 287,697 shares — an estimated $12.2M sold.

Orbis Allan Gray first reported a position in SHG in Q1 2016 and held it in 13 quarters. The position peaked at $18.9M in Q2 2024. 209 funds tracked by Wall St. Rank hold SHG as of Q4 2024.

  • Orbis Allan Gray reported no remaining Shinhan Financial Group position as of Q4 2024 after selling out during the quarter.
  • Orbis Allan Gray sold 287,697 Shinhan Financial Group shares in Q4 2024, an estimated $12.2M.
  • Orbis Allan Gray first reported a position in Shinhan Financial Group in Q1 2016 and held it in 13 quarters.
  • Orbis Allan Gray's Shinhan Financial Group position peaked at $18.9M in Q2 2024.
  • 209 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2024.

Based on Orbis Allan Gray's 13F filing for Q4 2024, filed 14 Feb 2025.