GEM
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Global Endowment Management’s H&R Block HRB Stock Holding History

Global Endowment 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
Q4 		– Sell
-12,720
Closed -$207K – 131
2020
Q3 		$207K Hold
12,720
– – 0.02% 119
2020
Q2 		$182K Hold
12,720
– – 0.01% 102
2020
Q1 		$179K Hold
12,720
– – 0.02% 98
2019
Q4 		$299K Buy
+12,720
New +$305K 0.02% 89

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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Global Endowment Management's HRB Position: Q4 2020 in Review

Global Endowment Management sold out of H&R Block (HRB) in Q4 2020, closing a stake of 12,720 shares — an estimated $207K sold.

Global Endowment Management first reported a position in HRB in Q4 2019 and held it in 4 quarters. The position peaked at $299K in Q4 2019. 369 funds tracked by Wall St. Rank hold HRB as of Q4 2020.

  • Global Endowment Management reported no remaining H&R Block position as of Q4 2020 after selling out during the quarter.
  • Global Endowment Management sold 12,720 H&R Block shares in Q4 2020, an estimated $207K.
  • Global Endowment Management first reported a position in H&R Block in Q4 2019 and held it in 4 quarters.
  • Global Endowment Management's H&R Block position peaked at $299K in Q4 2019.
  • 369 funds tracked by Wall St. Rank held H&R Block as of Q4 2020.

Based on Global Endowment Management's 13F filing for Q4 2020, filed 11 Feb 2021.