Citizens Financial Group’s H&R Block HRB Stock Holding History

Citizens Financial Group’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 Q2	–	Sell	-1,151	Closed	-$17K	–	1120
2020 Q1	$17K	Buy	1,151 +190	+20%	+$3.98K	﹤0.01%	635
2019 Q4	$23K	Buy	+961	New	+$23.1K	﹤0.01%	590
2019 Q2	–	Sell	-148	Closed	-$4K	–	825
2019 Q1	$4K	Buy	+148	New	+$3.64K	﹤0.01%	623
2016 Q1	–	Sell	-338	Closed	-$11K	–	719
2015 Q4	$11K	Buy	+338	New	+$12K	﹤0.01%	466

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

Citizens Financial Group's HRB Position: Q2 2020 in Review

Citizens Financial Group sold out of H&R Block (HRB) in Q2 2020, closing a stake of 1,151 shares — an estimated $17K sold.

Citizens Financial Group first reported a position in HRB in Q4 2015 and held it in 4 quarters. The position peaked at $23K in Q4 2019. 383 funds tracked by Wall St. Rank hold HRB as of Q2 2020.

Citizens Financial Group reported no remaining H&R Block position as of Q2 2020 after selling out during the quarter.
Citizens Financial Group sold 1,151 H&R Block shares in Q2 2020, an estimated $17K.
Citizens Financial Group first reported a position in H&R Block in Q4 2015 and held it in 4 quarters.
Citizens Financial Group's H&R Block position peaked at $23K in Q4 2019.
383 funds tracked by Wall St. Rank held H&R Block as of Q2 2020.

Based on Citizens Financial Group's 13F filing for Q2 2020, filed 12 Aug 2020.