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

Azzad 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 Q1	–	Sell	-23,896	Closed	-$606K	–	307
2018 Q4	$606K	Buy	23,896 +5,450	+30%	+$145K	0.2%	184
2018 Q3	$475K	Buy	18,446 +2,910	+19%	+$73.8K	0.13%	242
2018 Q2	$354K	Hold	15,536	–	–	0.1%	268
2018 Q1	$395K	Buy	+15,536	New	+$409K	0.12%	245

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

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

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

AAMU

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

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

JAM

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

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

Azzad Asset Management's HRB Position: Q1 2019 in Review

Azzad Asset Management sold out of H&R Block (HRB) in Q1 2019, closing a stake of 23,896 shares — an estimated $606K sold.

Azzad Asset Management first reported a position in HRB in Q1 2018 and held it in 4 quarters. The position peaked at $606K in Q4 2018. 451 funds tracked by Wall St. Rank hold HRB as of Q1 2019.

Azzad Asset Management reported no remaining H&R Block position as of Q1 2019 after selling out during the quarter.
Azzad Asset Management sold 23,896 H&R Block shares in Q1 2019, an estimated $606K.
Azzad Asset Management first reported a position in H&R Block in Q1 2018 and held it in 4 quarters.
Azzad Asset Management's H&R Block position peaked at $606K in Q4 2018.
451 funds tracked by Wall St. Rank held H&R Block as of Q1 2019.

Based on Azzad Asset Management's 13F filing for Q1 2019, filed 1 Apr 2024.