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Waldron Private Wealth’s Shinhan Financial Group SHG Stock Holding History

Waldron Private Wealth’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
2024
Q4 		– Sell
-2,971
Closed -$126K – 449
2024
Q3 		$126K Buy
+2,971
New +$122K 0.01% 410

Other funds holding SHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Waldron Private Wealth's SHG Position: Q4 2024 in Review

Waldron Private Wealth sold out of Shinhan Financial Group (SHG) in Q4 2024, closing a stake of 2,971 shares — an estimated $126K sold.

Waldron Private Wealth first reported a position in SHG in Q3 2024 and held it in 1 quarter. The position peaked at $126K in Q3 2024. 209 funds tracked by Wall St. Rank hold SHG as of Q4 2024.

  • Waldron Private Wealth reported no remaining Shinhan Financial Group position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 2,971 Shinhan Financial Group shares in Q4 2024, an estimated $126K.
  • Waldron Private Wealth first reported a position in Shinhan Financial Group in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Shinhan Financial Group position peaked at $126K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.