WealthStone’s Shinhan Financial Group SHG Stock Holding History

WealthStone’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
2021 Q1	$314K	Buy	9,385 +1,901	+25%	+$57.6K	0.11%	146
2020 Q4	$223K	Buy	+7,484	New	+$214K	0.08%	190
2019 Q3	–	Sell	-142	Closed	-$5.52K	–	507
2019 Q2	$5.52K	Buy	+142	New	+$5.49K	﹤0.01%	326

Other funds holding SHG

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

WealthStone's SHG Position: Q1 2021 in Review

WealthStone increased its Shinhan Financial Group (SHG) stake by 25% in Q1 2021, buying an estimated $57.6K and bringing the position to 9,385 shares worth $314K. The position accounts for 0.11% of the portfolio, ranked #146.

WealthStone first reported a position in SHG in Q2 2019 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold SHG as of Q1 2021.

WealthStone held 9,385 shares of Shinhan Financial Group worth $314K as of Q1 2021.
WealthStone bought 1,901 Shinhan Financial Group shares in Q1 2021, an estimated $57.6K.
Shinhan Financial Group made up 0.11% of WealthStone's portfolio in Q1 2021, its #146 holding.
WealthStone first reported a position in Shinhan Financial Group in Q2 2019 and has held it in 3 quarters since.
131 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.