Strategic Global Advisors’s Shinhan Financial Group SHG Stock Holding History

Strategic Global 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
2023 Q4	–	Sell	-8,530	Closed	-$226K	–	153
2023 Q3	$226K	Hold	8,530	–	–	0.04%	139
2023 Q2	$222K	Hold	8,530	–	–	0.03%	136
2023 Q1	$230K	Sell	8,530 -2,240	-21%	-$68.4K	0.04%	135
2022 Q4	$301K	Hold	10,770	–	–	0.05%	125
2022 Q3	$248K	Hold	10,770	–	–	0.04%	136
2022 Q2	$308K	Hold	10,770	–	–	0.05%	132
2022 Q1	$360K	Hold	10,770	–	–	0.05%	123
2021 Q4	$333K	Hold	10,770	–	–	0.04%	135
2021 Q3	$363K	Hold	10,770	–	–	0.05%	134
2021 Q2	$386K	Buy	10,770 +1,770	+20%	+$63.6K	0.07%	136
2021 Q1	$302K	Hold	9,000	–	–	0.05%	147
2020 Q4	$268K	Hold	9,000	–	–	0.05%	145
2020 Q3	$207K	Hold	9,000	–	–	0.04%	147
2020 Q2	$217K	Buy	+9,000	New	+$220K	0.05%	138
2019 Q4	–	Sell	-7,840	Closed	-$274K	–	158
2019 Q3	$274K	Buy	+7,840	New	+$278K	0.06%	141

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

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

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

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

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 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

Strategic Global Advisors's SHG Position: Q4 2023 in Review

Strategic Global Advisors sold out of Shinhan Financial Group (SHG) in Q4 2023, closing a stake of 8,530 shares — an estimated $226K sold.

Strategic Global Advisors first reported a position in SHG in Q3 2019 and held it in 15 quarters. The position peaked at $386K in Q2 2021. 162 funds tracked by Wall St. Rank hold SHG as of Q4 2023.

Strategic Global Advisors reported no remaining Shinhan Financial Group position as of Q4 2023 after selling out during the quarter.
Strategic Global Advisors sold 8,530 Shinhan Financial Group shares in Q4 2023, an estimated $226K.
Strategic Global Advisors first reported a position in Shinhan Financial Group in Q3 2019 and held it in 15 quarters.
Strategic Global Advisors's Shinhan Financial Group position peaked at $386K in Q2 2021.
162 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2023.

Based on Strategic Global Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.