Kaizen Advisory’s H&R Block HRB Stock Holding History

Kaizen Advisory’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	$12K	Sell	456 -37	-8%	-$988	0.01%	550
2018 Q3	$13K	Hold	493	–	–	0.01%	556
2018 Q2	$11K	Buy	493 +308	+166%	+$8.17K	0.01%	569
2018 Q1	$5K	Hold	185	–	–	﹤0.01%	562
2017 Q4	$5K	Buy	+185	New	+$4.8K	﹤0.01%	554

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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 Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Kaizen Advisory's HRB Position: Q4 2018 in Review

Kaizen Advisory reduced its H&R Block (HRB) stake by 7.5% in Q4 2018, selling an estimated $988 and leaving 456 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #550.

Kaizen Advisory first reported a position in HRB in Q4 2017 and has held it in 5 quarters since. The position peaked at $13K in Q3 2018. 460 funds tracked by Wall St. Rank hold HRB as of Q4 2018.

Kaizen Advisory held 456 shares of H&R Block worth $12K as of Q4 2018.
Kaizen Advisory sold 37 H&R Block shares in Q4 2018, an estimated $988.
H&R Block made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #550 holding.
Kaizen Advisory first reported a position in H&R Block in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's H&R Block position peaked at $13K in Q3 2018.
460 funds tracked by Wall St. Rank held H&R Block as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.