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Vident Investment Advisory’s Shinhan Financial Group SHG Stock Holding History

Vident Investment Advisory’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
-34,411
Closed -$894K – 871
2023
Q2 		$894K Buy
34,411
+4,840
+16% +$129K 0.03% 508
2023
Q1 		$797K Buy
29,571
+12,536
+74% +$383K 0.03% 598
2022
Q4 		$476K Buy
17,035
+2,670
+19% +$71.9K 0.02% 739
2022
Q3 		$0 Buy
14,365
+1,727
+14% +$45.7K ﹤0.01% 1290
2022
Q2 		$359K Buy
+12,638
New +$411K 0.01% 949

Other funds holding SHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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

Vident Investment Advisory's SHG Position: Q3 2023 in Review

Vident Investment Advisory sold out of Shinhan Financial Group (SHG) in Q3 2023, closing a stake of 34,411 shares — an estimated $894K sold.

Vident Investment Advisory first reported a position in SHG in Q2 2022 and held it in 5 quarters. The position peaked at $894K in Q2 2023. 156 funds tracked by Wall St. Rank hold SHG as of Q3 2023.

  • Vident Investment Advisory reported no remaining Shinhan Financial Group position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 34,411 Shinhan Financial Group shares in Q3 2023, an estimated $894K.
  • Vident Investment Advisory first reported a position in Shinhan Financial Group in Q2 2022 and held it in 5 quarters.
  • Vident Investment Advisory's Shinhan Financial Group position peaked at $894K in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.