TD Ameritrade Investment Management’s Shinhan Financial Group SHG Stock Holding History

TD Ameritrade Investment 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 Q3	–	Sell	-18	Closed	–	–	398
2023 Q2	$0	Sell	18 -42	-70%	-$1.12K	﹤0.01%	593
2023 Q1	$2K	Hold	60	–	–	﹤0.01%	503
2022 Q4	$2K	Hold	60	–	–	﹤0.01%	512
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	567
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	554
2022 Q1	$2K	Sell	60 -36	-38%	-$1.16K	﹤0.01%	608
2021 Q4	$3K	Buy	96 +26	+37%	+$834	﹤0.01%	570
2021 Q3	$2K	Hold	70	–	–	﹤0.01%	589
2021 Q2	$3K	Hold	70	–	–	﹤0.01%	582
2021 Q1	$2K	Hold	70	–	–	﹤0.01%	589
2020 Q4	$2K	Hold	70	–	–	﹤0.01%	589
2020 Q3	$2K	Hold	70	–	–	﹤0.01%	589
2020 Q2	$2K	Buy	70 +37	+112%	+$906	﹤0.01%	583
2020 Q1	$1K	Sell	33 -17	-34%	-$503	﹤0.01%	596
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	583
2019 Q3	$2K	Sell	50 -43	-46%	-$1.53K	﹤0.01%	603
2019 Q2	$4K	Sell	93 -4	-4%	-$155	﹤0.01%	519
2019 Q1	$4K	Buy	97 +17	+21%	+$638	﹤0.01%	474
2018 Q4	$3K	Buy	80 +67	+515%	+$2.53K	﹤0.01%	510
2018 Q3	$1K	Buy	+13	New	+$502	﹤0.01%	551

Other funds holding SHG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Ameritrade Investment Management's SHG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Shinhan Financial Group (SHG) in Q3 2023, closing a stake of 18 shares.

TD Ameritrade Investment Management first reported a position in SHG in Q3 2018 and held it in 20 quarters. The position peaked at $4K in Q2 2019. 157 funds tracked by Wall St. Rank hold SHG as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Shinhan Financial Group position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 18 Shinhan Financial Group shares in Q3 2023.
TD Ameritrade Investment Management first reported a position in Shinhan Financial Group in Q3 2018 and held it in 20 quarters.
TD Ameritrade Investment Management's Shinhan Financial Group position peaked at $4K in Q2 2019.
157 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.