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Simplicity Wealth’s Shinhan Financial Group SHG Stock Holding History

Simplicity Wealth’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 		– Sell
-10,399
Closed -$362K – 1076
2024
Q2 		$362K Buy
+10,399
New +$350K 0.01% 884

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

Simplicity Wealth's SHG Position: Q3 2024 in Review

Simplicity Wealth sold out of Shinhan Financial Group (SHG) in Q3 2024, closing a stake of 10,399 shares — an estimated $362K sold.

Simplicity Wealth first reported a position in SHG in Q2 2024 and held it in 1 quarter. The position peaked at $362K in Q2 2024. 194 funds tracked by Wall St. Rank hold SHG as of Q3 2024.

  • Simplicity Wealth reported no remaining Shinhan Financial Group position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 10,399 Shinhan Financial Group shares in Q3 2024, an estimated $362K.
  • Simplicity Wealth first reported a position in Shinhan Financial Group in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's Shinhan Financial Group position peaked at $362K in Q2 2024.
  • 194 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.