IFM Investors’s H&R Block HRB Stock Holding History

IFM Investors’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	-19,371	Closed	-$458K	–	616
2019 Q3	$458K	Buy	19,371 +5,609	+41%	+$148K	0.02%	576
2019 Q2	$403K	Hold	13,762	–	–	0.02%	558
2019 Q1	$329K	Hold	13,762	–	–	0.02%	564
2018 Q4	$349K	Buy	13,762 +1,380	+11%	+$36.8K	0.03%	524
2018 Q3	$319K	Buy	12,382 +1,262	+11%	+$32K	0.02%	556
2018 Q2	$253K	Buy	11,120 +2,839	+34%	+$75.3K	0.02%	562
2018 Q1	$210K	Buy	+8,281	New	+$218K	0.03%	515

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

IFM Investors's HRB Position: Q4 2019 in Review

IFM Investors sold out of H&R Block (HRB) in Q4 2019, closing a stake of 19,371 shares — an estimated $458K sold.

IFM Investors first reported a position in HRB in Q1 2018 and held it in 7 quarters. The position peaked at $458K in Q3 2019. 444 funds tracked by Wall St. Rank hold HRB as of Q4 2019.

IFM Investors reported no remaining H&R Block position as of Q4 2019 after selling out during the quarter.
IFM Investors sold 19,371 H&R Block shares in Q4 2019, an estimated $458K.
IFM Investors first reported a position in H&R Block in Q1 2018 and held it in 7 quarters.
IFM Investors's H&R Block position peaked at $458K in Q3 2019.
444 funds tracked by Wall St. Rank held H&R Block as of Q4 2019.

Based on IFM Investors's 13F filing for Q4 2019, filed 13 Jan 2020.