Jupiter Investment Management’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-216,439	Closed	-$5.11M	–	470
2019 Q3	$5.11M	Buy	216,439 +216,346	+232,630%	+$5.72M	0.07%	236
2019 Q2	$2K	Sell	93 -145,847	-100%	-$3.92M	﹤0.01%	334
2019 Q1	$3.49M	Buy	145,940 +116,640	+398%	+$2.87M	0.03%	198
2018 Q4	$743K	Buy	+29,300	New	+$782K	0.01%	265
2018 Q3	–	Sell	-175,263	Closed	-$3.99M	–	401
2018 Q2	$3.99M	Sell	175,263 -186,828	-52%	-$4.96M	0.03%	216
2018 Q1	$9.2M	Buy	+362,091	New	+$9.53M	0.07%	160
2017 Q4	–	Sell	-144,139	Closed	-$3.82M	–	392
2017 Q3	$3.82M	Buy	+144,139	New	+$4.19M	0.04%	179
2016 Q2	–	Sell	-456,403	Closed	-$12.1M	–	478
2016 Q1	$12.1M	Buy	+456,403	New	+$14.3M	0.25%	114
2015 Q3	–	Sell	-215,597	Closed	-$6.39M	–	370
2015 Q2	$6.39M	Buy	+215,597	New	+$6.76M	0.19%	93
2014 Q1	–	Sell	-34,900	Closed	-$1.01M	–	376
2013 Q4	$1.01M	Sell	34,900 -90,000	-72%	-$2.56M	0.09%	230
2013 Q3	$3.33M	Buy	+124,900	New	+$3.64M	0.32%	120