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Contravisory Investment Management’s H&R Block HRB Stock Holding History

Contravisory 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
-11,910
Closed -$281K – 285
2019
Q3 		$281K Buy
+11,910
New +$315K 0.11% 123
2019
Q2 		– Sell
-11,676
Closed -$280K – 296
2019
Q1 		$280K Buy
+11,676
New +$287K 0.11% 120

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 $544B AUM 28.31% 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 $59B AUM 32.99% 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

Contravisory Investment Management's HRB Position: Q4 2019 in Review

Contravisory Investment Management sold out of H&R Block (HRB) in Q4 2019, closing a stake of 11,910 shares — an estimated $281K sold.

Contravisory Investment Management first reported a position in HRB in Q1 2019 and held it in 2 quarters. The position peaked at $281K in Q3 2019. 444 funds tracked by Wall St. Rank hold HRB as of Q4 2019.

  • Contravisory Investment Management reported no remaining H&R Block position as of Q4 2019 after selling out during the quarter.
  • Contravisory Investment Management sold 11,910 H&R Block shares in Q4 2019, an estimated $281K.
  • Contravisory Investment Management first reported a position in H&R Block in Q1 2019 and held it in 2 quarters.
  • Contravisory Investment Management's H&R Block position peaked at $281K in Q3 2019.
  • 444 funds tracked by Wall St. Rank held H&R Block as of Q4 2019.

Based on Contravisory Investment Management's 13F filing for Q4 2019, filed 9 Jan 2020.