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

Jupiter Investment 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
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

Other funds holding HRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Jupiter Investment Management's HRB Position: Q4 2019 in Review

Jupiter Investment Management sold out of H&R Block (HRB) in Q4 2019, closing a stake of 216,439 shares — an estimated $5.11M sold.

Jupiter Investment Management first reported a position in HRB in Q3 2013 and held it in 11 quarters. The position peaked at $12.1M in Q1 2016. 445 funds tracked by Wall St. Rank hold HRB as of Q4 2019.

Jupiter Investment Management reported no remaining H&R Block position as of Q4 2019 after selling out during the quarter.
Jupiter Investment Management sold 216,439 H&R Block shares in Q4 2019, an estimated $5.11M.
Jupiter Investment Management first reported a position in H&R Block in Q3 2013 and held it in 11 quarters.
Jupiter Investment Management's H&R Block position peaked at $12.1M in Q1 2016.
445 funds tracked by Wall St. Rank held H&R Block as of Q4 2019.

Based on Jupiter Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.