Dai-ichi Life Insurance Company’s H&R Block HRB Stock Holding History

Dai-ichi Life Insurance Company’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
2021 Q4	–	Sell	-110,000	Closed	-$2.75M	–	546
2021 Q3	$2.75M	Buy	+110,000	New	+$2.74M	0.04%	297
2019 Q4	–	Sell	-14,448	Closed	-$341K	–	544
2019 Q3	$341K	Hold	14,448	–	–	0.01%	477
2019 Q2	$423K	Hold	14,448	–	–	0.01%	478
2019 Q1	$346K	Hold	14,448	–	–	0.01%	474
2018 Q4	$367K	Hold	14,448	–	–	0.01%	440
2018 Q3	$372K	Hold	14,448	–	–	0.01%	457
2018 Q2	$329K	Hold	14,448	–	–	0.01%	459
2018 Q1	$367K	Hold	14,448	–	–	0.01%	452
2017 Q4	$379K	Hold	14,448	–	–	0.01%	447
2017 Q3	$383K	Hold	14,448	–	–	0.01%	440
2017 Q2	$447K	Sell	14,448 -1,940	-12%	-$50.9K	0.01%	435
2017 Q1	$381K	Hold	16,388	–	–	0.01%	453
2016 Q4	$377K	Buy	+16,388	New	+$375K	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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dai-ichi Life Insurance Company's HRB Position: Q4 2021 in Review

Dai-ichi Life Insurance Company sold out of H&R Block (HRB) in Q4 2021, closing a stake of 110,000 shares — an estimated $2.75M sold.

Dai-ichi Life Insurance Company first reported a position in HRB in Q4 2016 and held it in 13 quarters. The position peaked at $2.75M in Q3 2021. 388 funds tracked by Wall St. Rank hold HRB as of Q4 2021.

Dai-ichi Life Insurance Company reported no remaining H&R Block position as of Q4 2021 after selling out during the quarter.
Dai-ichi Life Insurance Company sold 110,000 H&R Block shares in Q4 2021, an estimated $2.75M.
Dai-ichi Life Insurance Company first reported a position in H&R Block in Q4 2016 and held it in 13 quarters.
Dai-ichi Life Insurance Company's H&R Block position peaked at $2.75M in Q3 2021.
388 funds tracked by Wall St. Rank held H&R Block as of Q4 2021.

Based on Dai-ichi Life Insurance Company's 13F filing for Q4 2021, filed 11 Feb 2022.