ECM
HRB icon

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

ETrade 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
Q3 		$335K Sell
20,563
-1,732
-8% -$25.5K 0.01% 684
2020
Q2 		$318K Sell
22,295
-1,167
-5% -$18.4K 0.01% 643
2020
Q1 		$330K Buy
+23,462
New +$491K 0.01% 571
2014
Q2 		– Sell
-118
Closed -$4K – 559
2014
Q1 		$4K Buy
118
+63
+115% +$1.89K ﹤0.01% 780
2013
Q4 		$2K Hold
55
– – ﹤0.01% 800
2013
Q3 		$1K Sell
55
-353
-87% -$10.3K ﹤0.01% 884
2013
Q2 		$11K Buy
+408
New +$11.6K ﹤0.01% 623

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ETrade Capital Management's HRB Position: Q3 2020 in Review

ETrade Capital Management reduced its H&R Block (HRB) stake by 7.8% in Q3 2020, selling an estimated $25.5K and leaving 20,563 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #684.

ETrade Capital Management first reported a position in HRB in Q2 2013 and has held it in 7 quarters since. 377 funds tracked by Wall St. Rank hold HRB as of Q3 2020.

  • ETrade Capital Management held 20,563 shares of H&R Block worth $335K as of Q3 2020.
  • ETrade Capital Management sold 1,732 H&R Block shares in Q3 2020, an estimated $25.5K.
  • H&R Block made up 0.01% of ETrade Capital Management's portfolio in Q3 2020, its #684 holding.
  • ETrade Capital Management first reported a position in H&R Block in Q2 2013 and has held it in 7 quarters since.
  • 377 funds tracked by Wall St. Rank held H&R Block as of Q3 2020.

Based on ETrade Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.