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Van Hulzen Asset Management’s Shinhan Financial Group SHG Stock Holding History

Van Hulzen Asset 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
2025
Q1 		– Sell
-16
Closed -$527 – 957
2024
Q4 		$527 Buy
+16
New +$619 ﹤0.01% 1093

Other funds holding SHG

Morgan Stanley
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BlackRock
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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

Van Hulzen Asset Management's SHG Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Shinhan Financial Group (SHG) in Q1 2025, closing a stake of 16 shares — an estimated $527 sold.

Van Hulzen Asset Management first reported a position in SHG in Q4 2024 and held it in 1 quarter. The position peaked at $527 in Q4 2024. 208 funds tracked by Wall St. Rank hold SHG as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Shinhan Financial Group position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 16 Shinhan Financial Group shares in Q1 2025, an estimated $527.
  • Van Hulzen Asset Management first reported a position in Shinhan Financial Group in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Shinhan Financial Group position peaked at $527 in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.