Kavar Capital Partners Group’s H&R Block HRB Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-250	Closed	-$7K	–	280
2019 Q2	$7K	Buy	+250	New	+$6.72K	﹤0.01%	396
2016 Q2	–	Sell	-50,750	Closed	-$1.34M	–	101
2016 Q1	$1.34M	Sell	50,750 -1,100	-2%	-$34.5K	0.89%	56
2015 Q4	$1.73M	Buy	51,850 +7,100	+16%	+$252K	1.11%	41
2015 Q3	$1.62M	Buy	44,750 +700	+2%	+$23.7K	1.14%	37
2015 Q2	$1.31M	Buy	+44,050	New	+$1.38M	0.89%	48

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

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

JAM

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Kavar Capital Partners Group's HRB Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of H&R Block (HRB) in Q3 2019, closing a stake of 250 shares — an estimated $7K sold.

Kavar Capital Partners Group first reported a position in HRB in Q2 2015 and held it in 5 quarters. The position peaked at $1.73M in Q4 2015. 434 funds tracked by Wall St. Rank hold HRB as of Q3 2019.

Kavar Capital Partners Group reported no remaining H&R Block position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 250 H&R Block shares in Q3 2019, an estimated $7K.
Kavar Capital Partners Group first reported a position in H&R Block in Q2 2015 and held it in 5 quarters.
Kavar Capital Partners Group's H&R Block position peaked at $1.73M in Q4 2015.
434 funds tracked by Wall St. Rank held H&R Block as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.