AQA
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Alpha Quant Advisors’s H&R Block HRB Stock Holding History

Alpha Quant 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 		$14K Sell
599
-96
-14% -$2.36K 0.01% 229
2018
Q4 		$18K Buy
+695
New +$18.6K 0.02% 164

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
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
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
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alpha Quant Advisors's HRB Position: Q1 2019 in Review

Alpha Quant Advisors reduced its H&R Block (HRB) stake by 14% in Q1 2019, selling an estimated $2.36K and leaving 599 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #229.

Alpha Quant Advisors first reported a position in HRB in Q4 2018 and has held it in 2 quarters since. The position peaked at $18K in Q4 2018. 451 funds tracked by Wall St. Rank hold HRB as of Q1 2019.

  • Alpha Quant Advisors held 599 shares of H&R Block worth $14K as of Q1 2019.
  • Alpha Quant Advisors sold 96 H&R Block shares in Q1 2019, an estimated $2.36K.
  • H&R Block made up 0.01% of Alpha Quant Advisors's portfolio in Q1 2019, its #229 holding.
  • Alpha Quant Advisors first reported a position in H&R Block in Q4 2018 and has held it in 2 quarters since.
  • Alpha Quant Advisors's H&R Block position peaked at $18K in Q4 2018.
  • 451 funds tracked by Wall St. Rank held H&R Block as of Q1 2019.

Based on Alpha Quant Advisors's 13F filing for Q1 2019, filed 8 May 2019.