SHG
Shinhan Financial Group Co Ltd
Shinhan Financial Group Co Ltd historical holders
total: 2
Causeway Capital Management Shinhan Financial Group Co Ltd transactions over time
- Total transactions:
- 9
- New positions:
- 2
- Sold out:
- 1
- Added:
- 5
- Reduced:
- 1
- Held since:
- 2024 Q3
- Held for:
- 7 quarters
- Latest activity:
- 2026 Q1
Sarah Ketterer has been an institutional investor in Shinhan Financial Group Co Ltd (SHG) since 2018 Q2. According to 2026 Q1 report, Sarah Ketterer holds 253,576 shares with a market value of roughly $15.55M representing 0.19% of their equity portfolio. The fund/company first acquired SHG in 2018 Q2, initially purchasing 28,375 shares. Sarah Ketterer later completely sold out the position and reinvested in SHG again in 2024 Q3. Since the initial investment, Causeway Capital Management has made 8 more transactions in this position.
Does Sarah Ketterer still hold SHG?
Yes, Sarah Ketterer continues to hold Shinhan Financial Group Co Ltd (SHG). According to their 2026 Q1 report, they maintain a position of 253,576 shares valued at approximately $15.55M, representing 0.19% of their equity portfolio.
When did Sarah Ketterer first invest in SHG?
Sarah Ketterer first invested in Shinhan Financial Group Co Ltd (SHG) in 2018 Q2 at the reported quarter-end price of $38.52 per share, acquiring 28,375 shares in their initial purchase.
What is Sarah Ketterer's average cost basis for SHG?
Based on historical transaction data, Sarah Ketterer's estimated cost basis for Shinhan Financial Group Co Ltd (SHG) is approximately $39.44 per share. This represents their average reported price* across all buy transactions.
Has Sarah Ketterer reinvested in SHG after selling?
Yes, Sarah Ketterer has shown renewed interest in Shinhan Financial Group Co Ltd (SHG). After completely selling their position, they reinitiated an investment in 2024 Q3, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $39.44
- Weighted AVG sell price:
- $61.32
SHG transactions history by Causeway Capital Management
9 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.19%
|
253,576
|
$61.32
|
$15,549,287
|
-56.26% (-326,220)
|
-0.28%
|
|
2025 Q4
|
0.43%
|
579,796
|
$53.63
|
$31,094,467
|
+2.44% (+13,821)
|
+0.01%
|
|
2025 Q3
|
0.38%
|
565,975
|
$50.37
|
$28,508,136
|
+2.88% (+15,837)
|
+0.01%
|
|
2025 Q2
|
0.39%
|
550,138
|
$45.18
|
$24,855,240
|
+7.91% (+40,332)
|
+0.03%
|
|
2025 Q1
|
0.34%
|
509,806
|
$32.08
|
$16,354,592
|
+56.56% (+184,167)
|
+0.12%
|
|
2024 Q4
|
0.24%
|
325,639
|
$32.88
|
$10,707,023
|
+6.81% (+20,766)
|
+0.02%
|
|
2024 Q3
|
0.32%
|
304,873
|
$42.37
|
$12,917,473
|
new
|
+0.32%
|
|
2018 Q3
|
0.00%
|
$38.52
|
-100% (-28,375)
|
|||
|
2018 Q2
|
0.01%
|
$38.52
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.