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Horizon Bancorp’s H&R Block HRB Stock Holding History

Horizon Bancorp’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 		$180K Buy
11,035
+304
+3% +$4.47K 0.26% 114
2020
Q2 		$153K Buy
10,731
+2,531
+31% +$40K 0.16% 130
2020
Q1 		$115K Sell
8,200
-1,977
-19% -$41.4K 0.18% 136
2019
Q4 		$239K Buy
+10,177
New +$244K 0.22% 136

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 $544B AUM 28.31% 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

Horizon Bancorp's HRB Position: Q3 2020 in Review

Horizon Bancorp increased its H&R Block (HRB) stake by 2.8% in Q3 2020, buying an estimated $4.47K and bringing the position to 11,035 shares worth $180K. The position accounts for 0.26% of the portfolio, ranked #114.

Horizon Bancorp first reported a position in HRB in Q4 2019 and has held it in 4 quarters since. The position peaked at $239K in Q4 2019. 376 funds tracked by Wall St. Rank hold HRB as of Q3 2020.

  • Horizon Bancorp held 11,035 shares of H&R Block worth $180K as of Q3 2020.
  • Horizon Bancorp bought 304 H&R Block shares in Q3 2020, an estimated $4.47K.
  • H&R Block made up 0.26% of Horizon Bancorp's portfolio in Q3 2020, its #114 holding.
  • Horizon Bancorp first reported a position in H&R Block in Q4 2019 and has held it in 4 quarters since.
  • Horizon Bancorp's H&R Block position peaked at $239K in Q4 2019.
  • 376 funds tracked by Wall St. Rank held H&R Block as of Q3 2020.

Based on Horizon Bancorp's 13F filing for Q3 2020, filed 12 Nov 2020.