FIM
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Freedom Investment Management’s H&R Block HRB Stock Holding History

Freedom Investment 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
Q3 		– Sell
-10,227
Closed -$300K – 714
2019
Q2 		$300K Sell
10,227
-278
-3% -$7.47K 0.03% 526
2019
Q1 		$251K Sell
10,505
-5,504
-34% -$135K 0.02% 574
2018
Q4 		$406K Sell
16,009
-8,452
-35% -$226K 0.03% 480
2018
Q3 		$654K Buy
24,461
+6,184
+34% +$157K 0.04% 432
2018
Q2 		$416K Buy
18,277
+1,037
+6% +$27.5K 0.03% 636
2018
Q1 		$438K Sell
17,240
-4,726
-22% -$124K 0.02% 685
2017
Q4 		$576K Buy
21,966
+1,873
+9% +$48.6K 0.03% 570
2017
Q3 		$532K Buy
20,093
+1,529
+8% +$44.4K 0.03% 565
2017
Q2 		$574K Sell
18,564
-759
-4% -$19.9K 0.03% 513
2017
Q1 		$449K Buy
19,323
+657
+4% +$14.7K 0.03% 577
2016
Q4 		$429K Sell
18,666
-945
-5% -$21.6K 0.03% 536
2016
Q3 		$454K Buy
19,611
+6,599
+51% +$154K 0.03% 484
2016
Q2 		$299K Buy
13,012
+1,453
+13% +$32.3K 0.02% 582
2016
Q1 		$305K Sell
11,559
-3,169
-22% -$99.5K 0.02% 550
2015
Q4 		$491K Sell
14,728
-885,044
-98% -$31.5M 0.04% 411
2015
Q3 		$73.7M Buy
899,772
+892,680
+12,587% +$30.2M 7.51% 3
2015
Q2 		$210K Buy
7,092
+115
+2% +$3.61K 0.02% 622
2015
Q1 		$224K Buy
6,977
+834
+14% +$27.9K 0.02% 562
2014
Q4 		$207K Buy
+6,143
New +$197K 0.03% 542

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Freedom Investment Management's HRB Position: Q3 2019 in Review

Freedom Investment Management sold out of H&R Block (HRB) in Q3 2019, closing a stake of 10,227 shares — an estimated $300K sold.

Freedom Investment Management first reported a position in HRB in Q4 2014 and held it in 19 quarters. The position peaked at $73.7M in Q3 2015. 433 funds tracked by Wall St. Rank hold HRB as of Q3 2019.

  • Freedom Investment Management reported no remaining H&R Block position as of Q3 2019 after selling out during the quarter.
  • Freedom Investment Management sold 10,227 H&R Block shares in Q3 2019, an estimated $300K.
  • Freedom Investment Management first reported a position in H&R Block in Q4 2014 and held it in 19 quarters.
  • Freedom Investment Management's H&R Block position peaked at $73.7M in Q3 2015.
  • 433 funds tracked by Wall St. Rank held H&R Block as of Q3 2019.

Based on Freedom Investment Management's 13F filing for Q3 2019, filed 5 Nov 2019.