Enlightenment Research’s H&R Block HRB Stock Holding History

Enlightenment Research’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 Q1	–	Sell	-1,500	Closed	-$38K	–	359
2018 Q4	$38K	Buy	+1,500	New	+$40K	0.05%	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 $3.37T AUM 44.26% 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

AAMU

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

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

JAM

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Enlightenment Research's HRB Position: Q1 2019 in Review

Enlightenment Research sold out of H&R Block (HRB) in Q1 2019, closing a stake of 1,500 shares — an estimated $38K sold.

Enlightenment Research first reported a position in HRB in Q4 2018 and held it in 1 quarter. The position peaked at $38K in Q4 2018. 452 funds tracked by Wall St. Rank hold HRB as of Q1 2019.

Enlightenment Research reported no remaining H&R Block position as of Q1 2019 after selling out during the quarter.
Enlightenment Research sold 1,500 H&R Block shares in Q1 2019, an estimated $38K.
Enlightenment Research first reported a position in H&R Block in Q4 2018 and held it in 1 quarter.
Enlightenment Research's H&R Block position peaked at $38K in Q4 2018.
452 funds tracked by Wall St. Rank held H&R Block as of Q1 2019.

Based on Enlightenment Research's 13F filing for Q1 2019, filed 3 May 2019.