Alera Investment Advisors’s H&R Block HRB Stock Holding History

Alera Investment Advisors’s Portfolio HRB Stock Details HRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-10	Closed	–	–	1248
2018 Q4	$0	Buy	+10	New	+$267	﹤0.01%	1147

Other funds holding HRB

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Alera Investment Advisors's HRB Position: Q1 2019 in Review

Alera Investment Advisors sold out of H&R Block (HRB) in Q1 2019, closing a stake of 10 shares.

Alera Investment Advisors first reported a position in HRB in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 451 funds tracked by Wall St. Rank hold HRB as of Q1 2019.

Alera Investment Advisors reported no remaining H&R Block position as of Q1 2019 after selling out during the quarter.
Alera Investment Advisors sold 10 H&R Block shares in Q1 2019.
Alera Investment Advisors first reported a position in H&R Block in Q4 2018 and held it in 1 quarter.
Alera Investment Advisors's H&R Block position peaked at $0 in Q4 2018.
451 funds tracked by Wall St. Rank held H&R Block as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.