Financial Gravity Asset Management’s H&R Block HRB Stock Holding History

Financial Gravity 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
2019 Q4	$23K	Sell	9 -86	-91%	-$2.06K	0.02%	962
2019 Q3	$2K	Buy	95 +83	+692%	+$2.2K	﹤0.01%	897
2019 Q2	$0	Buy	12 +1	+9%	+$27	﹤0.01%	1419
2019 Q1	$0	Buy	+11	New	+$270	﹤0.01%	1412
2018 Q3	$2K	Sell	66 -624	-90%	-$15.8K	﹤0.01%	965
2018 Q2	$18K	Buy	690 +601	+675%	+$15.9K	0.02%	486
2018 Q1	$2K	Buy	+89	New	+$2.34K	﹤0.01%	958

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Financial Gravity Asset Management's HRB Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its H&R Block (HRB) stake by 91% in Q4 2019, selling an estimated $2.06K and leaving 9 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #962.

Financial Gravity Asset Management first reported a position in HRB in Q1 2018 and has held it in 7 quarters since. 445 funds tracked by Wall St. Rank hold HRB as of Q4 2019.

Financial Gravity Asset Management held 9 shares of H&R Block worth $23K as of Q4 2019.
Financial Gravity Asset Management sold 86 H&R Block shares in Q4 2019, an estimated $2.06K.
H&R Block made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #962 holding.
Financial Gravity Asset Management first reported a position in H&R Block in Q1 2018 and has held it in 7 quarters since.
445 funds tracked by Wall St. Rank held H&R Block as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.