BCIM
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British Columbia Investment Management’s H&R Block HRB Stock Holding History

British Columbia Investment 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
Q4 		– Sell
-46,520
Closed -$1.1M – 833
2019
Q3 		$1.1M Sell
46,520
-36,255
-44% -$959K 0.01% 689
2019
Q2 		$2.42M Sell
82,775
-36,130
-30% -$971K 0.02% 618
2019
Q1 		$2.85M Sell
118,905
-23,632
-17% -$581K 0.03% 578
2018
Q4 		$3.62M Buy
142,537
+77,906
+121% +$2.08M 0.03% 521
2018
Q3 		$1.66M Sell
64,631
-134,810
-68% -$3.42M 0.02% 628
2018
Q2 		$4.54M Sell
199,441
-61,901
-24% -$1.64M 0.04% 481
2018
Q1 		$6.64M Buy
261,342
+245,820
+1,584% +$6.47M 0.05% 421
2017
Q4 		$407K Sell
15,522
-7,744
-33% -$201K ﹤0.01% 688
2017
Q3 		$616K Buy
23,266
+7,524
+48% +$219K ﹤0.01% 685
2017
Q2 		$487K Sell
15,742
-43,072
-73% -$1.13M ﹤0.01% 689
2017
Q1 		$1.37M Sell
58,814
-151,343
-72% -$3.38M 0.01% 644
2016
Q4 		$4.83M Buy
210,157
+44,055
+27% +$1.01M 0.04% 466
2016
Q3 		$3.85M Buy
166,102
+128,268
+339% +$3M 0.04% 509
2016
Q2 		$870K Sell
37,834
-49,090
-56% -$1.09M 0.01% 660
2016
Q1 		$2.3M Buy
86,924
+3,490
+4% +$110K 0.02% 593
2015
Q4 		$2.78M Sell
83,434
-86,135
-51% -$3.06M 0.03% 575
2015
Q3 		$6.14M Buy
169,569
+79,141
+88% +$2.68M 0.06% 338
2015
Q2 		$2.68M Sell
90,428
-102
-0.1% -$3.2K 0.03% 525
2015
Q1 		$2.9M Sell
90,530
-133,908
-60% -$4.48M 0.03% 506
2014
Q4 		$7.56M Buy
224,438
+111,305
+98% +$3.57M 0.06% 362
2014
Q3 		$3.51M Sell
113,133
-4,920
-4% -$160K 0.03% 472
2014
Q2 		$3.96M Buy
118,053
+29,511
+33% +$879K 0.03% 467
2014
Q1 		$2.67M Sell
88,542
-94,698
-52% -$2.84M 0.02% 500
2013
Q4 		$5.32M Sell
183,240
-11,625
-6% -$330K 0.04% 418
2013
Q3 		$5.2M Buy
194,865
+50,959
+35% +$1.48M 0.04% 427
2013
Q2 		$3.99M Buy
+143,906
New +$4.11M 0.03% 454

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
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 $609B AUM 40.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

British Columbia Investment Management's HRB Position: Q4 2019 in Review

British Columbia Investment Management sold out of H&R Block (HRB) in Q4 2019, closing a stake of 46,520 shares — an estimated $1.1M sold.

British Columbia Investment Management first reported a position in HRB in Q2 2013 and held it in 26 quarters. The position peaked at $7.56M in Q4 2014. 445 funds tracked by Wall St. Rank hold HRB as of Q4 2019.

  • British Columbia Investment Management reported no remaining H&R Block position as of Q4 2019 after selling out during the quarter.
  • British Columbia Investment Management sold 46,520 H&R Block shares in Q4 2019, an estimated $1.1M.
  • British Columbia Investment Management first reported a position in H&R Block in Q2 2013 and held it in 26 quarters.
  • British Columbia Investment Management's H&R Block position peaked at $7.56M in Q4 2014.
  • 445 funds tracked by Wall St. Rank held H&R Block as of Q4 2019.

Based on British Columbia Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.