E. Ohman J:or Asset Management’s H&R Block HRB Stock Holding History

E. Ohman J:or Asset 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
2018 Q3	–	Sell	-6,500	Closed	-$148K	–	368
2018 Q2	$148K	Buy	6,500 +3,200	+97%	+$84.9K	0.01%	365
2018 Q1	$83.9K	Hold	3,300	–	–	0.01%	552
2017 Q4	$86.5K	Hold	3,300	–	–	0.01%	552
2017 Q3	$87.4K	Hold	3,300	–	–	0.01%	542
2017 Q2	$102K	Hold	3,300	–	–	0.01%	539
2017 Q1	$76.7K	Hold	3,300	–	–	0.01%	539
2016 Q4	$75.9K	Hold	3,300	–	–	0.01%	542
2016 Q3	$76.4K	Hold	3,300	–	–	0.01%	524
2016 Q2	$75.9K	Hold	3,300	–	–	0.01%	517
2016 Q1	$87.2K	Hold	3,300	–	–	0.02%	498
2015 Q4	$110K	Hold	3,300	–	–	0.02%	470
2015 Q3	$119K	Sell	3,300 -4,200	-56%	-$142K	0.03%	443
2015 Q2	$222K	Hold	7,500	–	–	0.05%	330
2015 Q1	$241K	Hold	7,500	–	–	0.06%	326
2014 Q4	$252K	Hold	7,500	–	–	0.06%	309
2014 Q3	$233K	Hold	7,500	–	–	0.06%	323
2014 Q2	$251K	Hold	7,500	–	–	0.06%	309
2014 Q1	$226K	Hold	7,500	–	–	0.06%	330
2013 Q4	$218K	Hold	7,500	–	–	0.05%	345
2013 Q3	$200K	Hold	7,500	–	–	0.05%	370
2013 Q2	$208K	Buy	+7,500	New	+$214K	0.06%	329

Other funds holding HRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

E. Ohman J:or Asset Management's HRB Position: Q3 2018 in Review

E. Ohman J:or Asset Management sold out of H&R Block (HRB) in Q3 2018, closing a stake of 6,500 shares — an estimated $148K sold.

E. Ohman J:or Asset Management first reported a position in HRB in Q2 2013 and held it in 21 quarters. The position peaked at $252K in Q4 2014. 439 funds tracked by Wall St. Rank hold HRB as of Q3 2018.

E. Ohman J:or Asset Management reported no remaining H&R Block position as of Q3 2018 after selling out during the quarter.
E. Ohman J:or Asset Management sold 6,500 H&R Block shares in Q3 2018, an estimated $148K.
E. Ohman J:or Asset Management first reported a position in H&R Block in Q2 2013 and held it in 21 quarters.
E. Ohman J:or Asset Management's H&R Block position peaked at $252K in Q4 2014.
439 funds tracked by Wall St. Rank held H&R Block as of Q3 2018.

Based on E. Ohman J:or Asset Management's 13F filing for Q3 2018, filed 5 Apr 2024.