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Hartford Investment Management Co (HIMCO)’s H&R Block HRB Stock Holding History

Hartford Investment Management Co (HIMCO)’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
Q3 		– Sell
-21,553
Closed -$308K – 527
2020
Q2 		$308K Sell
21,553
-47,665
-69% -$753K 0.01% 509
2020
Q1 		$975K Sell
69,218
-19,892
-22% -$417K 0.03% 407
2019
Q4 		$2.09M Sell
89,110
-1,165
-1% -$28K 0.05% 326
2019
Q3 		$2.13M Sell
90,275
-18,065
-17% -$478K 0.06% 311
2019
Q2 		$3.17M Buy
108,340
+95
+0.1% +$2.55K 0.09% 235
2019
Q1 		$2.59M Buy
108,245
+70,027
+183% +$1.72M 0.07% 267
2018
Q4 		$970K Buy
38,218
+594
+2% +$15.9K 0.03% 456
2018
Q3 		$969K Sell
37,624
-1,841
-5% -$46.7K 0.03% 480
2018
Q2 		$899K Sell
39,465
-37,327
-49% -$991K 0.03% 488
2018
Q1 		$1.95M Sell
76,792
-8,790
-10% -$231K 0.04% 461
2017
Q4 		$2.24M Buy
85,582
+3,209
+4% +$83.3K 0.04% 465
2017
Q3 		$2.18M Buy
82,373
+1,093
+1% +$31.8K 0.04% 471
2017
Q2 		$2.51M Buy
81,280
+31,910
+65% +$838K 0.05% 428
2017
Q1 		$1.15M Sell
49,370
-6,066
-11% -$136K 0.02% 528
2016
Q4 		$1.27M Sell
55,436
-419
-0.8% -$9.58K 0.02% 519
2016
Q3 		$1.29M Buy
55,855
+1,940
+4% +$45.4K 0.03% 514
2016
Q2 		$1.24M Sell
53,915
-4,380
-8% -$97.4K 0.03% 508
2016
Q1 		$1.54M Sell
58,295
-306
-0.5% -$9.61K 0.03% 486
2015
Q4 		$1.95M Sell
58,601
-24,544
-30% -$872K 0.04% 445
2015
Q3 		$3.01M Sell
83,145
-250
-0.3% -$8.47K 0.07% 331
2015
Q2 		$2.47M Sell
83,395
-16,629
-17% -$522K 0.05% 405
2015
Q1 		$3.21M Buy
100,024
+20,853
+26% +$698K 0.06% 338
2014
Q4 		$2.67M Sell
79,171
-2,041
-3% -$65.4K 0.05% 369
2014
Q3 		$2.52M Sell
81,212
-518
-0.6% -$16.9K 0.05% 373
2014
Q2 		$2.74M Buy
81,730
+1,578
+2% +$47K 0.06% 370
2014
Q1 		$2.42M Sell
80,152
-1,464
-2% -$43.9K 0.05% 393
2013
Q4 		$2.37M Buy
81,616
+743
+0.9% +$21.1K 0.05% 394
2013
Q3 		$2.16M Sell
80,873
-943
-1% -$27.4K 0.05% 410
2013
Q2 		$2.27M Buy
+81,816
New +$2.33M 0.05% 392

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
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 $609B AUM 40.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Hartford Investment Management Co (HIMCO)'s HRB Position: Q3 2020 in Review

Hartford Investment Management Co (HIMCO) sold out of H&R Block (HRB) in Q3 2020, closing a stake of 21,553 shares — an estimated $308K sold.

Hartford Investment Management Co (HIMCO) first reported a position in HRB in Q2 2013 and held it in 29 quarters. The position peaked at $3.21M in Q1 2015. 377 funds tracked by Wall St. Rank hold HRB as of Q3 2020.

  • Hartford Investment Management Co (HIMCO) reported no remaining H&R Block position as of Q3 2020 after selling out during the quarter.
  • Hartford Investment Management Co (HIMCO) sold 21,553 H&R Block shares in Q3 2020, an estimated $308K.
  • Hartford Investment Management Co (HIMCO) first reported a position in H&R Block in Q2 2013 and held it in 29 quarters.
  • Hartford Investment Management Co (HIMCO)'s H&R Block position peaked at $3.21M in Q1 2015.
  • 377 funds tracked by Wall St. Rank held H&R Block as of Q3 2020.

Based on Hartford Investment Management Co (HIMCO)'s 13F filing for Q3 2020, filed 29 Oct 2020.