CIBC Bank USA’s H&R Block HRB Stock Holding History

CIBC Bank USA’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	$668K	Buy	28,465 +1,347	+5%	+$32.3K	0.09%	136
2019 Q3	$641K	Buy	27,118 +2,085	+8%	+$55.2K	0.09%	131
2019 Q2	$733K	Buy	25,033 +77	+0.3%	+$2.07K	0.1%	121
2019 Q1	$597K	Buy	+24,956	New	+$613K	0.08%	138
2017 Q3	–	Sell	-16,720	Closed	-$517K	–	279
2017 Q2	$517K	Buy	16,720 +53	+0.3%	+$1.39K	0.07%	149
2017 Q1	$387K	Buy	+16,667	New	+$373K	0.05%	174

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

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

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

CIBC Bank USA's HRB Position: Q4 2019 in Review

CIBC Bank USA increased its H&R Block (HRB) stake by 5% in Q4 2019, buying an estimated $32.3K and bringing the position to 28,465 shares worth $668K. The position accounts for 0.09% of the portfolio, ranked #136.

CIBC Bank USA first reported a position in HRB in Q1 2017 and has held it in 6 quarters since. The position peaked at $733K in Q2 2019. 444 funds tracked by Wall St. Rank hold HRB as of Q4 2019.

CIBC Bank USA held 28,465 shares of H&R Block worth $668K as of Q4 2019.
CIBC Bank USA bought 1,347 H&R Block shares in Q4 2019, an estimated $32.3K.
H&R Block made up 0.09% of CIBC Bank USA's portfolio in Q4 2019, its #136 holding.
CIBC Bank USA first reported a position in H&R Block in Q1 2017 and has held it in 6 quarters since.
CIBC Bank USA's H&R Block position peaked at $733K in Q2 2019.
444 funds tracked by Wall St. Rank held H&R Block as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.