Schechter Investment Advisors’s Shinhan Financial Group SHG Stock Holding History

Schechter Investment Advisors’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
2025 Q1	$708K	Sell	22,065 -5,295	-19%	-$178K	0.06%	290
2024 Q4	$900K	Sell	27,360 -1,267	-4%	-$49K	0.07%	256
2024 Q3	$1.21M	Sell	28,627 -309	-1%	-$12.7K	0.09%	214
2024 Q2	$1.01M	Buy	28,936 +79	+0.3%	+$2.66K	0.08%	235
2024 Q1	$1.02M	Buy	28,857 +179	+0.6%	+$5.79K	0.08%	241
2023 Q4	$883K	Buy	28,678 +870	+3%	+$23.9K	0.08%	251
2023 Q3	$737K	Buy	27,808 +3,057	+12%	+$82K	0.07%	272
2023 Q2	$645K	Buy	24,751 +1,048	+4%	+$27.9K	0.06%	327
2023 Q1	$639K	Sell	23,703 -254	-1%	-$7.75K	0.06%	357
2022 Q4	$669K	Buy	23,957 +6,271	+35%	+$169K	0.06%	416
2022 Q3	$407K	Sell	17,686 -7,425	-30%	-$197K	0.04%	573
2022 Q2	$717K	Buy	25,111 +2,648	+12%	+$86K	0.07%	402
2022 Q1	$751K	Buy	22,463 +1,657	+8%	+$53.6K	0.07%	402
2021 Q4	$643K	Buy	+20,806	New	+$667K	0.06%	439

Other funds holding SHG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Schechter Investment Advisors's SHG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Shinhan Financial Group (SHG) stake by 19% in Q1 2025, selling an estimated $178K and leaving 22,065 shares worth $708K. The position accounts for 0.06% of the portfolio, ranked #290.

Schechter Investment Advisors first reported a position in SHG in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.21M in Q3 2024. 208 funds tracked by Wall St. Rank hold SHG as of Q1 2025.

Schechter Investment Advisors held 22,065 shares of Shinhan Financial Group worth $708K as of Q1 2025.
Schechter Investment Advisors sold 5,295 Shinhan Financial Group shares in Q1 2025, an estimated $178K.
Shinhan Financial Group made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #290 holding.
Schechter Investment Advisors first reported a position in Shinhan Financial Group in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Shinhan Financial Group position peaked at $1.21M in Q3 2024.
208 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.