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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

AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Azimuth Capital Management's HRB Position: Q2 2019 in Review

Azimuth Capital Management sold out of H&R Block (HRB) in Q2 2019, closing a stake of 11,700 shares — an estimated $280K sold.

Azimuth Capital Management first reported a position in HRB in Q2 2013 and held it in 16 quarters. The position peaked at $6.01M in Q2 2017. 454 funds tracked by Wall St. Rank hold HRB as of Q2 2019.

  • Azimuth Capital Management reported no remaining H&R Block position as of Q2 2019 after selling out during the quarter.
  • Azimuth Capital Management sold 11,700 H&R Block shares in Q2 2019, an estimated $280K.
  • Azimuth Capital Management first reported a position in H&R Block in Q2 2013 and held it in 16 quarters.
  • Azimuth Capital Management's H&R Block position peaked at $6.01M in Q2 2017.
  • 454 funds tracked by Wall St. Rank held H&R Block as of Q2 2019.

Based on Azimuth Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.