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Silvercrest Asset Management’s Shinhan Financial Group SHG Stock Holding History

Silvercrest Asset Management’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
2023
Q4 		– Sell
-77,440
Closed -$2.05M – 870
2023
Q3 		$2.05M Buy
77,440
+721
+0.9% +$19.3K 0.02% 480
2023
Q2 		$2M Buy
76,719
+3,690
+5% +$98.2K 0.01% 488
2023
Q1 		$1.97M Buy
73,029
+388
+0.5% +$11.8K 0.01% 479
2022
Q4 		$2.03M Sell
72,641
-411
-0.6% -$11.1K 0.02% 468
2022
Q3 		$1.68M Sell
73,052
-4
-0% -$106 0.01% 477
2022
Q2 		$2.09M Sell
73,056
-10,608
-13% -$345K 0.02% 465
2022
Q1 		$2.8M Buy
83,664
+54,475
+187% +$1.76M 0.02% 450
2021
Q4 		$902K Buy
29,189
+543
+2% +$17.4K 0.01% 591
2021
Q3 		$965K Buy
28,646
+1,440
+5% +$48.2K 0.01% 583
2021
Q2 		$975K Buy
27,206
+380
+1% +$13.6K 0.01% 576
2021
Q1 		$900K Buy
26,826
+3,208
+14% +$97.2K 0.01% 583
2020
Q4 		$703K Sell
23,618
-3,253
-12% -$92.9K 0.01% 586
2020
Q3 		$617K Sell
26,871
-85
-0.3% -$2.14K 0.01% 575
2020
Q2 		$649K Buy
26,956
+320
+1% +$7.83K 0.01% 573
2020
Q1 		$621K Buy
26,636
+1,041
+4% +$30.8K 0.01% 545
2019
Q4 		$974K Sell
25,595
-250
-1% -$9.26K 0.01% 531
2019
Q3 		$904K Sell
25,845
-1,100
-4% -$39K 0.01% 537
2019
Q2 		$1.05M Sell
26,945
-130
-0.5% -$5.03K 0.01% 377
2019
Q1 		$1.01M Buy
+27,075
New +$1.02M 0.01% 376

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Silvercrest Asset Management's SHG Position: Q4 2023 in Review

Silvercrest Asset Management sold out of Shinhan Financial Group (SHG) in Q4 2023, closing a stake of 77,440 shares — an estimated $2.05M sold.

Silvercrest Asset Management first reported a position in SHG in Q1 2019 and held it in 19 quarters. The position peaked at $2.8M in Q1 2022. 162 funds tracked by Wall St. Rank hold SHG as of Q4 2023.

  • Silvercrest Asset Management reported no remaining Shinhan Financial Group position as of Q4 2023 after selling out during the quarter.
  • Silvercrest Asset Management sold 77,440 Shinhan Financial Group shares in Q4 2023, an estimated $2.05M.
  • Silvercrest Asset Management first reported a position in Shinhan Financial Group in Q1 2019 and held it in 19 quarters.
  • Silvercrest Asset Management's Shinhan Financial Group position peaked at $2.8M in Q1 2022.
  • 162 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2023.

Based on Silvercrest Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.