Cambiar Investors’s H&R Block HRB Stock Holding History

Cambiar Investors’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
2018 Q4	–	Sell	-164,381	Closed	-$4.23M	–	178
2018 Q3	$4.23M	Buy	164,381 +60	+0%	+$1.52K	0.08%	128
2018 Q2	$3.74M	Sell	164,321 -435	-0.3%	-$11.5K	0.06%	139
2018 Q1	$4.19M	Buy	164,756 +27,501	+20%	+$724K	0.07%	122
2017 Q4	$3.6M	Buy	137,255 +2,173	+2%	+$56.4K	0.06%	136
2017 Q3	$3.58M	Sell	135,082 -14,567	-10%	-$423K	0.06%	136
2017 Q2	$4.63M	Buy	+149,649	New	+$3.93M	0.07%	109

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Cambiar Investors's HRB Position: Q4 2018 in Review

Cambiar Investors sold out of H&R Block (HRB) in Q4 2018, closing a stake of 164,381 shares — an estimated $4.23M sold.

Cambiar Investors first reported a position in HRB in Q2 2017 and held it in 6 quarters. The position peaked at $4.63M in Q2 2017. 460 funds tracked by Wall St. Rank hold HRB as of Q4 2018.

Cambiar Investors reported no remaining H&R Block position as of Q4 2018 after selling out during the quarter.
Cambiar Investors sold 164,381 H&R Block shares in Q4 2018, an estimated $4.23M.
Cambiar Investors first reported a position in H&R Block in Q2 2017 and held it in 6 quarters.
Cambiar Investors's H&R Block position peaked at $4.63M in Q2 2017.
460 funds tracked by Wall St. Rank held H&R Block as of Q4 2018.

Based on Cambiar Investors's 13F filing for Q4 2018, filed 24 Jan 2019.