SGI
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Summit Global Investments’s Shinhan Financial Group SHG Stock Holding History

Summit Global Investments’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 		– Sell
-28,537
Closed -$938K – 563
2024
Q4 		$938K Sell
28,537
-32,268
-53% -$1.25M 0.06% 226
2024
Q3 		$2.58M Sell
60,805
-60,276
-50% -$2.47M 0.16% 113
2024
Q2 		$4.21M Buy
121,081
+53,545
+79% +$1.8M 0.28% 76
2024
Q1 		$2.4M Buy
67,536
+56,476
+511% +$1.83M 0.18% 101
2023
Q4 		$340K Buy
11,060
+1,327
+14% +$36.5K 0.02% 403
2023
Q3 		$258K Sell
9,733
-143
-1% -$3.83K 0.02% 448
2023
Q2 		$257K Hold
9,876
– – 0.02% 458
2023
Q1 		$266K Hold
9,876
– – 0.02% 453
2022
Q4 		$276K Hold
9,876
– – 0.02% 408
2022
Q3 		$227K Buy
+9,876
New +$262K 0.02% 434
2022
Q1 		– Sell
-32,917
Closed -$1.02M – 547
2021
Q4 		$1.02M Buy
32,917
+1,811
+6% +$58.1K 0.07% 235
2021
Q3 		$1.05M Sell
31,106
-400
-1% -$13.4K 0.08% 193
2021
Q2 		$1.13M Sell
31,506
-1,797
-5% -$64.5K 0.07% 213
2021
Q1 		$1.12M Buy
33,303
+1,416
+4% +$42.9K 0.07% 179
2020
Q4 		$949K Buy
31,887
+12,337
+63% +$352K 0.09% 158
2020
Q3 		$449K Sell
19,550
-458
-2% -$11.5K 0.05% 191
2020
Q2 		$481K Buy
+20,008
New +$490K 0.06% 190

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Summit Global Investments's SHG Position: Q1 2025 in Review

Summit Global Investments sold out of Shinhan Financial Group (SHG) in Q1 2025, closing a stake of 28,537 shares — an estimated $938K sold.

Summit Global Investments first reported a position in SHG in Q2 2020 and held it in 17 quarters. The position peaked at $4.21M in Q2 2024. 208 funds tracked by Wall St. Rank hold SHG as of Q1 2025.

  • Summit Global Investments reported no remaining Shinhan Financial Group position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 28,537 Shinhan Financial Group shares in Q1 2025, an estimated $938K.
  • Summit Global Investments first reported a position in Shinhan Financial Group in Q2 2020 and held it in 17 quarters.
  • Summit Global Investments's Shinhan Financial Group position peaked at $4.21M in Q2 2024.
  • 208 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.