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Raymond James & Associates’s Shinhan Financial Group SHG Stock Holding History

Raymond James & Associates’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
Q3 		$734K Buy
17,322
+9,119
+111% +$373K ﹤0.01% 2878
2024
Q2 		$286K Buy
+8,203
New +$276K ﹤0.01% 3405
2022
Q3 		– Sell
-10,358
Closed -$296K – 4123
2022
Q2 		$296K Sell
10,358
-4,250
-29% -$138K ﹤0.01% 3243
2022
Q1 		$488K Buy
+14,608
New +$472K ﹤0.01% 3093
2020
Q3 		– Sell
-30,915
Closed -$744K – 3684
2020
Q2 		$744K Buy
30,915
+13,362
+76% +$327K ﹤0.01% 2338
2020
Q1 		$409K Sell
17,553
-1,125
-6% -$33.3K ﹤0.01% 2561
2019
Q4 		$711K Sell
18,678
-3,990
-18% -$148K ﹤0.01% 2487
2019
Q3 		$793K Sell
22,668
-1,588
-7% -$56.4K ﹤0.01% 2326
2019
Q2 		$943K Sell
24,256
-1,605
-6% -$62.1K ﹤0.01% 2250
2019
Q1 		$961K Buy
25,861
+2,182
+9% +$81.9K ﹤0.01% 2228
2018
Q4 		$840K Sell
23,679
-2,520
-10% -$95.1K ﹤0.01% 2190
2018
Q3 		$1.05M Buy
26,199
+139
+0.5% +$5.37K ﹤0.01% 2230
2018
Q2 		$1M Sell
26,060
-10,477
-29% -$447K ﹤0.01% 2211
2018
Q1 		$1.55M Buy
+36,537
New +$1.66M ﹤0.01% 1854

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Raymond James & Associates's SHG Position: Q3 2024 in Review

Raymond James & Associates increased its Shinhan Financial Group (SHG) stake by 111% in Q3 2024, buying an estimated $373K and bringing the position to 17,322 shares worth $734K. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

Raymond James & Associates first reported a position in SHG in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.55M in Q1 2018. 195 funds tracked by Wall St. Rank hold SHG as of Q3 2024.

  • Raymond James & Associates held 17,322 shares of Shinhan Financial Group worth $734K as of Q3 2024.
  • Raymond James & Associates bought 9,119 Shinhan Financial Group shares in Q3 2024, an estimated $373K.
  • Shinhan Financial Group made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2878 holding.
  • Raymond James & Associates first reported a position in Shinhan Financial Group in Q1 2018 and has held it in 14 quarters since.
  • Raymond James & Associates's Shinhan Financial Group position peaked at $1.55M in Q1 2018.
  • 195 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.