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

Karp 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
2019
Q1 		– Sell
-58
Closed -$1K – 225
2018
Q4 		$1K Buy
+58
New +$1.55K ﹤0.01% 363
2015
Q4 		– Sell
-55
Closed -$2K – 175
2015
Q3 		$2K Buy
+55
New +$1.86K ﹤0.01% 323

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Karp Capital Management's HRB Position: Q1 2019 in Review

Karp Capital Management sold out of H&R Block (HRB) in Q1 2019, closing a stake of 58 shares — an estimated $1K sold.

Karp Capital Management first reported a position in HRB in Q3 2015 and held it in 2 quarters. The position peaked at $2K in Q3 2015. 452 funds tracked by Wall St. Rank hold HRB as of Q1 2019.

  • Karp Capital Management reported no remaining H&R Block position as of Q1 2019 after selling out during the quarter.
  • Karp Capital Management sold 58 H&R Block shares in Q1 2019, an estimated $1K.
  • Karp Capital Management first reported a position in H&R Block in Q3 2015 and held it in 2 quarters.
  • Karp Capital Management's H&R Block position peaked at $2K in Q3 2015.
  • 452 funds tracked by Wall St. Rank held H&R Block as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.