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Syverson Strege & Co’s Shinhan Financial Group SHG Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-360
Closed -$9.7K – 518
2023
Q1 		$9.7K Buy
+360
New +$11K ﹤0.01% 256

Other funds holding SHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Syverson Strege & Co's SHG Position: Q2 2023 in Review

Syverson Strege & Co sold out of Shinhan Financial Group (SHG) in Q2 2023, closing a stake of 360 shares — an estimated $9.7K sold.

Syverson Strege & Co first reported a position in SHG in Q1 2023 and held it in 1 quarter. The position peaked at $9.7K in Q1 2023. 139 funds tracked by Wall St. Rank hold SHG as of Q2 2023.

  • Syverson Strege & Co reported no remaining Shinhan Financial Group position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 360 Shinhan Financial Group shares in Q2 2023, an estimated $9.7K.
  • Syverson Strege & Co first reported a position in Shinhan Financial Group in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's Shinhan Financial Group position peaked at $9.7K in Q1 2023.
  • 139 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.