Gulf International Bank (UK)’s H&R Block HRB Stock Holding History

Gulf International Bank (UK)’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	-50,957	Closed	-$1.2M	–	737
2019 Q3	$1.2M	Hold	50,957	–	–	0.02%	569
2019 Q2	$1.49M	Hold	50,957	–	–	0.02%	554
2019 Q1	$1.22M	Buy	50,957 +800	+2%	+$19.7K	0.02%	567
2018 Q4	$1.27M	Sell	50,157 -21,083	-30%	-$563K	0.03%	536
2018 Q3	$1.83M	Hold	71,240	–	–	0.02%	564
2018 Q2	$1.62M	Hold	71,240	–	–	0.02%	636
2018 Q1	$1.81M	Sell	71,240 -1,318	-2%	-$34.7K	0.02%	621
2017 Q4	$1.9M	Hold	72,558	–	–	0.02%	623
2017 Q3	$1.92M	Sell	72,558 -650	-0.9%	-$18.9K	0.03%	606
2017 Q2	$2.26M	Hold	73,208	–	–	0.03%	569
2017 Q1	$1.7M	Buy	73,208 +700	+1%	+$15.7K	0.02%	617
2016 Q4	$1.67M	Hold	72,508	–	–	0.03%	628
2016 Q3	$1.68M	Hold	72,508	–	–	0.03%	601
2016 Q2	$1.67M	Hold	72,508	–	–	0.03%	594
2016 Q1	$1.92M	Sell	72,508 -490	-0.7%	-$15.4K	0.03%	569
2015 Q4	$2.43M	Sell	72,998 -5,610	-7%	-$199K	0.04%	474
2015 Q3	$2.85M	Hold	78,608	–	–	0.05%	401
2015 Q2	$2.33M	Hold	78,608	–	–	0.04%	500
2015 Q1	$2.52M	Buy	78,608 +1,057	+1%	+$35.4K	0.04%	464
2014 Q4	$2.61M	Buy	77,551 +450	+0.6%	+$14.4K	0.05%	441
2014 Q3	$2.39M	Hold	77,101	–	–	0.04%	462
2014 Q2	$2.58M	Hold	77,101	–	–	0.05%	447
2014 Q1	$2.33M	Hold	77,101	–	–	0.05%	465
2013 Q4	$2.24M	Buy	+77,101	New	+$2.19M	0.04%	466

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

Gulf International Bank (UK)'s HRB Position: Q4 2019 in Review

Gulf International Bank (UK) sold out of H&R Block (HRB) in Q4 2019, closing a stake of 50,957 shares — an estimated $1.2M sold.

Gulf International Bank (UK) first reported a position in HRB in Q4 2013 and held it in 24 quarters. The position peaked at $2.85M in Q3 2015. 445 funds tracked by Wall St. Rank hold HRB as of Q4 2019.

Gulf International Bank (UK) reported no remaining H&R Block position as of Q4 2019 after selling out during the quarter.
Gulf International Bank (UK) sold 50,957 H&R Block shares in Q4 2019, an estimated $1.2M.
Gulf International Bank (UK) first reported a position in H&R Block in Q4 2013 and held it in 24 quarters.
Gulf International Bank (UK)'s H&R Block position peaked at $2.85M in Q3 2015.
445 funds tracked by Wall St. Rank held H&R Block as of Q4 2019.

Based on Gulf International Bank (UK)'s 13F filing for Q4 2019, filed 5 Feb 2020.