A
HRB icon

AustralianSuper’s H&R Block HRB Stock Holding History

AustralianSuper’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
-4,085,417
Closed -$95.9M – 157
2019
Q4 		$95.9M Buy
4,085,417
+1,084,768
+36% +$26M 0.81% 38
2019
Q3 		$70.9M Sell
3,000,649
-128,545
-4% -$3.4M 0.67% 42
2019
Q2 		$91.7M Buy
3,129,194
+1,038,515
+50% +$27.9M 0.88% 35
2019
Q1 		$50.1M Buy
2,090,679
+1,633,251
+357% +$40.1M 0.52% 48
2018
Q4 		$11.6M Buy
457,428
+393,028
+610% +$10.5M 0.18% 50
2018
Q3 		$1.66M Buy
64,400
+14,400
+29% +$365K 0.03% 59
2018
Q2 		$1.14M Buy
+50,000
New +$1.33M 0.03% 58

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AustralianSuper's HRB Position: Q1 2020 in Review

AustralianSuper sold out of H&R Block (HRB) in Q1 2020, closing a stake of 4,085,417 shares — an estimated $95.9M sold.

AustralianSuper first reported a position in HRB in Q2 2018 and held it in 7 quarters. The position peaked at $95.9M in Q4 2019. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

  • AustralianSuper reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
  • AustralianSuper sold 4,085,417 H&R Block shares in Q1 2020, an estimated $95.9M.
  • AustralianSuper first reported a position in H&R Block in Q2 2018 and held it in 7 quarters.
  • AustralianSuper's H&R Block position peaked at $95.9M in Q4 2019.
  • 385 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

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