HCM
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Howard Capital Management’s H&R Block HRB Stock Holding History

Howard Capital 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
2018
Q4 		– Sell
-457,666
Closed -$11.9M – 33
2018
Q3 		$11.9M Hold
457,666
– – 1.15% 28
2018
Q2 		$11M Buy
457,666
+119,536
+35% +$3.17M 1.21% 23
2018
Q1 		$8.59M Buy
+338,130
New +$8.9M 1.09% 45

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Howard Capital Management's HRB Position: Q4 2018 in Review

Howard Capital Management sold out of H&R Block (HRB) in Q4 2018, closing a stake of 457,666 shares — an estimated $11.9M sold.

Howard Capital Management first reported a position in HRB in Q1 2018 and held it in 3 quarters. The position peaked at $11.9M in Q3 2018. 460 funds tracked by Wall St. Rank hold HRB as of Q4 2018.

  • Howard Capital Management reported no remaining H&R Block position as of Q4 2018 after selling out during the quarter.
  • Howard Capital Management sold 457,666 H&R Block shares in Q4 2018, an estimated $11.9M.
  • Howard Capital Management first reported a position in H&R Block in Q1 2018 and held it in 3 quarters.
  • Howard Capital Management's H&R Block position peaked at $11.9M in Q3 2018.
  • 460 funds tracked by Wall St. Rank held H&R Block as of Q4 2018.

Based on Howard Capital Management's 13F filing for Q4 2018, filed 18 Jan 2019.