Fulcrum Equity Management’s H&R Block HRB Stock Holding History

Fulcrum Equity 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	–	Sell	-101	Closed	-$2K	–	142
2019 Q3	$2K	Buy	+101	New	+$2.67K	﹤0.01%	211

Other funds holding HRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fulcrum Equity Management's HRB Position: Q4 2019 in Review

Fulcrum Equity Management sold out of H&R Block (HRB) in Q4 2019, closing a stake of 101 shares — an estimated $2K sold.

Fulcrum Equity Management first reported a position in HRB in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 444 funds tracked by Wall St. Rank hold HRB as of Q4 2019.

Fulcrum Equity Management reported no remaining H&R Block position as of Q4 2019 after selling out during the quarter.
Fulcrum Equity Management sold 101 H&R Block shares in Q4 2019, an estimated $2K.
Fulcrum Equity Management first reported a position in H&R Block in Q3 2019 and held it in 1 quarter.
Fulcrum Equity Management's H&R Block position peaked at $2K in Q3 2019.
444 funds tracked by Wall St. Rank held H&R Block as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.