Banco de Sabadell’s H&R Block HRB Stock Holding History

Banco de Sabadell’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 Q4	–	Sell	-132,218	Closed	-$2.13M	–	353
2020 Q3	$2.13M	Buy	+132,218	New	+$1.94M	0.24%	107
2020 Q2	–	Sell	-87,453	Closed	-$1.23M	–	309
2020 Q1	$1.23M	Buy	+87,453	New	+$1.83M	0.19%	124
2018 Q2	–	Sell	-32,131	Closed	-$814K	–	426
2018 Q1	$814K	Buy	+32,131	New	+$845K	0.1%	238

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Banco de Sabadell's HRB Position: Q4 2020 in Review

Banco de Sabadell sold out of H&R Block (HRB) in Q4 2020, closing a stake of 132,218 shares — an estimated $2.13M sold.

Banco de Sabadell first reported a position in HRB in Q1 2018 and held it in 3 quarters. The position peaked at $2.13M in Q3 2020. 369 funds tracked by Wall St. Rank hold HRB as of Q4 2020.

Banco de Sabadell reported no remaining H&R Block position as of Q4 2020 after selling out during the quarter.
Banco de Sabadell sold 132,218 H&R Block shares in Q4 2020, an estimated $2.13M.
Banco de Sabadell first reported a position in H&R Block in Q1 2018 and held it in 3 quarters.
Banco de Sabadell's H&R Block position peaked at $2.13M in Q3 2020.
369 funds tracked by Wall St. Rank held H&R Block as of Q4 2020.

Based on Banco de Sabadell's 13F filing for Q4 2020, filed 12 Feb 2021.