KCPG
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return