ArchPoint Investors’s H&R Block HRB Stock Holding History

ArchPoint Investors’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
2020 Q1	–	Sell	-21,825	Closed	-$518K	–	141
2019 Q4	$518K	Hold	21,825	–	–	0.16%	66
2019 Q3	$521K	Buy	21,825 +4,730	+28%	+$125K	0.18%	56
2019 Q2	$505K	Hold	17,095	–	–	0.16%	56
2019 Q1	$414K	Buy	17,095 +1,705	+11%	+$41.9K	0.12%	61
2018 Q4	$390K	Buy	+15,390	New	+$411K	0.14%	58
2013 Q3	–	Sell	-9,190	Closed	-$255K	–	94
2013 Q2	$255K	Buy	+9,190	New	+$262K	0.3%	66

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

ArchPoint Investors's HRB Position: Q1 2020 in Review

ArchPoint Investors sold out of H&R Block (HRB) in Q1 2020, closing a stake of 21,825 shares — an estimated $518K sold.

ArchPoint Investors first reported a position in HRB in Q2 2013 and held it in 6 quarters. The position peaked at $521K in Q3 2019. 386 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

ArchPoint Investors reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
ArchPoint Investors sold 21,825 H&R Block shares in Q1 2020, an estimated $518K.
ArchPoint Investors first reported a position in H&R Block in Q2 2013 and held it in 6 quarters.
ArchPoint Investors's H&R Block position peaked at $521K in Q3 2019.
386 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on ArchPoint Investors's 13F filing for Q1 2020, filed 13 May 2020.