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Crabel Capital Management’s H&R Block HRB Stock Holding History

Crabel Capital 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
2020
Q1 		– Sell
-18,888
Closed -$443K – 71
2019
Q4 		$443K Buy
18,888
+6,020
+47% +$145K 0.17% 77
2019
Q3 		$304K Buy
+12,868
New +$341K 0.18% 107

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Crabel Capital Management's HRB Position: Q1 2020 in Review

Crabel Capital Management sold out of H&R Block (HRB) in Q1 2020, closing a stake of 18,888 shares — an estimated $443K sold.

Crabel Capital Management first reported a position in HRB in Q3 2019 and held it in 2 quarters. The position peaked at $443K in Q4 2019. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

  • Crabel Capital Management reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
  • Crabel Capital Management sold 18,888 H&R Block shares in Q1 2020, an estimated $443K.
  • Crabel Capital Management first reported a position in H&R Block in Q3 2019 and held it in 2 quarters.
  • Crabel Capital Management's H&R Block position peaked at $443K in Q4 2019.
  • 385 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on Crabel Capital Management's 13F filing for Q1 2020, filed 7 May 2020.