Azimuth Capital Management’s H&R Block HRB Stock Holding History

Azimuth Capital 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 Q2	–	Sell	-11,700	Closed	-$280K	–	281
2019 Q1	$280K	Hold	11,700	–	–	0.02%	258
2018 Q4	$297K	Sell	11,700 -400	-3%	-$10.7K	0.02%	258
2018 Q3	$312K	Hold	12,100	–	–	0.02%	260
2018 Q2	$276K	Hold	12,100	–	–	0.02%	264
2018 Q1	$307K	Sell	12,100 -500	-4%	-$13.2K	0.02%	259
2017 Q4	$330K	Sell	12,600 -1,100	-8%	-$28.6K	0.02%	261
2017 Q3	$363K	Sell	13,700 -180,870	-93%	-$5.25M	0.03%	252
2017 Q2	$6.01M	Sell	194,570 -15,260	-7%	-$401K	0.47%	77
2017 Q1	$4.88M	Buy	209,830 +2,325	+1%	+$52K	0.39%	86
2016 Q4	$4.77M	Buy	207,505 +3,645	+2%	+$83.3K	0.41%	84
2016 Q3	$4.72M	Buy	203,860 +72,775	+56%	+$1.7M	0.41%	86
2016 Q2	$3.02M	Buy	+131,085	New	+$2.91M	0.27%	125
2014 Q2	–	Sell	-41,250	Closed	-$1.25M	–	279
2014 Q1	$1.25M	Sell	41,250 -2,500	-6%	-$75K	0.15%	166
2013 Q4	$1.27M	Sell	43,750 -2,500	-5%	-$71K	0.15%	155
2013 Q3	$1.23M	Buy	46,250 +30,450	+193%	+$886K	0.17%	153
2013 Q2	$438K	Buy	+15,800	New	+$451K	0.08%	186

Other funds holding HRB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return