Thomas J. Herzfeld Advisors’s Shinhan Financial Group SHG Stock Holding History

Thomas J. Herzfeld 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	-99	Closed	-$2.62K	–	313
2023 Q3	$2.62K	Hold	99	–	–	﹤0.01%	304
2023 Q2	$2.58K	Hold	99	–	–	﹤0.01%	311
2023 Q1	$2.67K	Sell	99 -33	-25%	-$1.01K	﹤0.01%	285
2022 Q4	$3.69K	Hold	132	–	–	﹤0.01%	264
2022 Q3	$3K	Hold	132	–	–	﹤0.01%	260
2022 Q2	$4K	Hold	132	–	–	﹤0.01%	238
2022 Q1	$4K	Hold	132	–	–	﹤0.01%	265
2021 Q4	$4K	Buy	132 +48	+57%	+$1.54K	﹤0.01%	303
2021 Q3	$3K	Hold	84	–	–	﹤0.01%	316
2021 Q2	$3K	Hold	84	–	–	﹤0.01%	328
2021 Q1	$3K	Buy	+84	New	+$2.54K	﹤0.01%	315

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

Thomas J. Herzfeld Advisors's SHG Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of Shinhan Financial Group (SHG) in Q4 2023, closing a stake of 99 shares — an estimated $2.62K sold.

Thomas J. Herzfeld Advisors first reported a position in SHG in Q1 2021 and held it in 11 quarters. The position peaked at $4K in Q2 2022. 162 funds tracked by Wall St. Rank hold SHG as of Q4 2023.

Thomas J. Herzfeld Advisors reported no remaining Shinhan Financial Group position as of Q4 2023 after selling out during the quarter.
Thomas J. Herzfeld Advisors sold 99 Shinhan Financial Group shares in Q4 2023, an estimated $2.62K.
Thomas J. Herzfeld Advisors first reported a position in Shinhan Financial Group in Q1 2021 and held it in 11 quarters.
Thomas J. Herzfeld Advisors's Shinhan Financial Group position peaked at $4K in Q2 2022.
162 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.