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

Gotham 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 Q3	–	Sell	-7,318	Closed	-$214K	–	1150
2019 Q2	$214K	Buy	+7,318	New	+$197K	﹤0.01%	1051

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

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

JAM

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

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

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

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 New York $166B AUM 43.98% 1-Year Est. Return

Gotham Asset Management's HRB Position: Q3 2019 in Review

Gotham Asset Management sold out of H&R Block (HRB) in Q3 2019, closing a stake of 7,318 shares — an estimated $214K sold.

Gotham Asset Management first reported a position in HRB in Q2 2019 and held it in 1 quarter. The position peaked at $214K in Q2 2019. 433 funds tracked by Wall St. Rank hold HRB as of Q3 2019.

Gotham Asset Management reported no remaining H&R Block position as of Q3 2019 after selling out during the quarter.
Gotham Asset Management sold 7,318 H&R Block shares in Q3 2019, an estimated $214K.
Gotham Asset Management first reported a position in H&R Block in Q2 2019 and held it in 1 quarter.
Gotham Asset Management's H&R Block position peaked at $214K in Q2 2019.
433 funds tracked by Wall St. Rank held H&R Block as of Q3 2019.

Based on Gotham Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.