Amica Mutual Insurance’s H&R Block HRB Stock Holding History

Amica Mutual Insurance’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 Q3	–	Sell	-6,055	Closed	-$177K	–	362
2019 Q2	$177K	Sell	6,055 -2,854	-32%	-$76.7K	0.02%	364
2019 Q1	$213K	Hold	8,909	–	–	0.03%	344
2018 Q4	$226K	Hold	8,909	–	–	0.03%	340
2018 Q3	$229K	Hold	8,909	–	–	0.02%	332
2018 Q2	$203K	Hold	8,909	–	–	0.02%	340
2018 Q1	$226K	Hold	8,909	–	–	0.03%	343
2017 Q4	$234K	Sell	8,909 -8,474	-49%	-$220K	0.02%	340
2017 Q3	$460K	Hold	17,383	–	–	0.04%	342
2017 Q2	$537K	Hold	17,383	–	–	0.05%	315
2017 Q1	$404K	Hold	17,383	–	–	0.04%	344
2016 Q4	$400K	Hold	17,383	–	–	0.04%	371
2016 Q3	$402K	Hold	17,383	–	–	0.04%	354
2016 Q2	$400K	Hold	17,383	–	–	0.04%	349
2016 Q1	$459K	Hold	17,383	–	–	0.04%	331
2015 Q4	$579K	Buy	+17,383	New	+$618K	0.05%	314

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

JAM

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

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

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

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

AAMU

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Amica Mutual Insurance's HRB Position: Q3 2019 in Review

Amica Mutual Insurance sold out of H&R Block (HRB) in Q3 2019, closing a stake of 6,055 shares — an estimated $177K sold.

Amica Mutual Insurance first reported a position in HRB in Q4 2015 and held it in 15 quarters. The position peaked at $579K in Q4 2015. 433 funds tracked by Wall St. Rank hold HRB as of Q3 2019.

Amica Mutual Insurance reported no remaining H&R Block position as of Q3 2019 after selling out during the quarter.
Amica Mutual Insurance sold 6,055 H&R Block shares in Q3 2019, an estimated $177K.
Amica Mutual Insurance first reported a position in H&R Block in Q4 2015 and held it in 15 quarters.
Amica Mutual Insurance's H&R Block position peaked at $579K in Q4 2015.
433 funds tracked by Wall St. Rank held H&R Block as of Q3 2019.

Based on Amica Mutual Insurance's 13F filing for Q3 2019, filed 12 Nov 2019.