Asahi Life Asset Management’s H&R Block HRB Stock Holding History

Asahi Life Asset Management’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 Q4	–	Sell	-8,250	Closed	-$195K	–	220
2019 Q3	$195K	Buy	+8,250	New	+$218K	0.03%	187

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

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Asahi Life Asset Management's HRB Position: Q4 2019 in Review

Asahi Life Asset Management sold out of H&R Block (HRB) in Q4 2019, closing a stake of 8,250 shares — an estimated $195K sold.

Asahi Life Asset Management first reported a position in HRB in Q3 2019 and held it in 1 quarter. The position peaked at $195K in Q3 2019. 444 funds tracked by Wall St. Rank hold HRB as of Q4 2019.

Asahi Life Asset Management reported no remaining H&R Block position as of Q4 2019 after selling out during the quarter.
Asahi Life Asset Management sold 8,250 H&R Block shares in Q4 2019, an estimated $195K.
Asahi Life Asset Management first reported a position in H&R Block in Q3 2019 and held it in 1 quarter.
Asahi Life Asset Management's H&R Block position peaked at $195K in Q3 2019.
444 funds tracked by Wall St. Rank held H&R Block as of Q4 2019.

Based on Asahi Life Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.