Evercore Wealth Management’s H&R Block HRB Stock Holding History

Evercore Wealth 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	-10,988	Closed	-$250K	–	430
2018 Q2	$250K	Hold	10,988	–	–	0.01%	356
2018 Q1	$279K	Hold	10,988	–	–	0.01%	307
2017 Q4	$288K	Hold	10,988	–	–	0.01%	312
2017 Q3	$291K	Hold	10,988	–	–	0.01%	319
2017 Q2	$340K	Hold	10,988	–	–	0.01%	306
2017 Q1	$255K	Hold	10,988	–	–	0.01%	333
2016 Q4	$253K	Buy	10,988 +10,022	+1,037%	+$229K	0.01%	329
2016 Q3	$22K	Hold	966	–	–	﹤0.01%	757
2016 Q2	$22K	Hold	966	–	–	﹤0.01%	734
2016 Q1	$26K	Buy	+966	New	+$30.3K	﹤0.01%	681
2015 Q4	–	Sell	-13,068	Closed	-$473K	–	1036
2015 Q3	$473K	Buy	13,068 +537	+4%	+$18.2K	0.02%	261
2015 Q2	$371K	Hold	12,531	–	–	0.02%	318
2015 Q1	$402K	Hold	12,531	–	–	0.02%	307
2014 Q4	$422K	Hold	12,531	–	–	0.02%	267
2014 Q3	$388K	Hold	12,531	–	–	0.02%	301
2014 Q2	$420K	Buy	12,531 +2,068	+20%	+$61.6K	0.02%	293
2014 Q1	$315K	Hold	10,463	–	–	0.02%	318
2013 Q4	$303K	Hold	10,463	–	–	0.02%	327
2013 Q3	$278K	Buy	10,463 +1,946	+23%	+$56.6K	0.02%	364
2013 Q2	$237K	Buy	+8,517	New	+$243K	0.01%	378

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

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

Evercore Wealth Management's HRB Position: Q3 2018 in Review

Evercore Wealth Management sold out of H&R Block (HRB) in Q3 2018, closing a stake of 10,988 shares — an estimated $250K sold.

Evercore Wealth Management first reported a position in HRB in Q2 2013 and held it in 20 quarters. The position peaked at $473K in Q3 2015. 439 funds tracked by Wall St. Rank hold HRB as of Q3 2018.

Evercore Wealth Management reported no remaining H&R Block position as of Q3 2018 after selling out during the quarter.
Evercore Wealth Management sold 10,988 H&R Block shares in Q3 2018, an estimated $250K.
Evercore Wealth Management first reported a position in H&R Block in Q2 2013 and held it in 20 quarters.
Evercore Wealth Management's H&R Block position peaked at $473K in Q3 2015.
439 funds tracked by Wall St. Rank held H&R Block as of Q3 2018.

Based on Evercore Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.