GLI
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Guardian Life Insurance’s H&R Block HRB Stock Holding History

Guardian Life Insurance’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
Q1 		– Sell
-576
Closed -$14K – 217
2019
Q4 		$14K Sell
576
-16
-3% -$384 ﹤0.01% 504
2019
Q3 		$14K Hold
592
– – ﹤0.01% 508
2019
Q2 		$17K Hold
592
– – ﹤0.01% 504
2019
Q1 		$14K Buy
592
+13
+2% +$320 ﹤0.01% 518
2018
Q4 		$15K Hold
579
– – ﹤0.01% 501
2018
Q3 		$15K Hold
579
– – ﹤0.01% 513
2018
Q2 		$13K Buy
579
+92
+19% +$2.44K ﹤0.01% 516
2018
Q1 		$12K Sell
487
-190
-28% -$5K ﹤0.01% 503
2017
Q4 		$18K Buy
677
+204
+43% +$5.29K ﹤0.01% 507
2017
Q3 		$13K Buy
473
+9
+2% +$261 ﹤0.01% 499
2017
Q2 		$14K Sell
464
-335
-42% -$8.79K ﹤0.01% 486
2017
Q1 		$19K Buy
799
+5
+0.6% +$112 ﹤0.01% 504
2016
Q4 		$18K Sell
794
-46
-5% -$1.05K ﹤0.01% 518
2016
Q3 		$19K Sell
840
-44
-5% -$1.03K ﹤0.01% 537
2016
Q2 		$20K Buy
884
+11
+1% +$245 ﹤0.01% 550
2016
Q1 		$23K Sell
873
-237
-21% -$7.44K ﹤0.01% 534
2015
Q4 		$37K Sell
1,110
-505
-31% -$17.9K ﹤0.01% 491
2015
Q3 		$58K Buy
1,615
+412
+34% +$14K 0.01% 433
2015
Q2 		$36K Hold
1,203
– – ﹤0.01% 495
2015
Q1 		$39K Sell
1,203
-357
-23% -$12K ﹤0.01% 481
2014
Q4 		$53K Hold
1,560
– – 0.01% 468
2014
Q3 		$48K Buy
1,560
+21
+1% +$685 ﹤0.01% 476
2014
Q2 		$52K Hold
1,539
– – 0.01% 455
2014
Q1 		$46K Sell
1,539
-7
-0.5% -$210 ﹤0.01% 486
2013
Q4 		$45K Sell
1,546
-1,726
-53% -$49K ﹤0.01% 485
2013
Q3 		$87K Hold
3,272
– – 0.01% 487
2013
Q2 		$91K Buy
+3,272
New +$93.4K 0.01% 461

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Guardian Life Insurance's HRB Position: Q1 2020 in Review

Guardian Life Insurance sold out of H&R Block (HRB) in Q1 2020, closing a stake of 576 shares — an estimated $14K sold.

Guardian Life Insurance first reported a position in HRB in Q2 2013 and held it in 27 quarters. The position peaked at $91K in Q2 2013. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

  • Guardian Life Insurance reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
  • Guardian Life Insurance sold 576 H&R Block shares in Q1 2020, an estimated $14K.
  • Guardian Life Insurance first reported a position in H&R Block in Q2 2013 and held it in 27 quarters.
  • Guardian Life Insurance's H&R Block position peaked at $91K in Q2 2013.
  • 385 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.