Korea Investment Corp
HRB icon

Korea Investment Corp’s H&R Block HRB Stock Holding History

Korea Investment Corp’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
2020
Q1 		– Sell
-271,900
Closed -$6.38M – 756
2019
Q4 		$6.38M Sell
271,900
-186,700
-41% -$4.48M 0.02% 425
2019
Q3 		$10.8M Buy
458,600
+77,900
+20% +$2.06M 0.05% 351
2019
Q2 		$11.2M Sell
380,700
-105,400
-22% -$2.83M 0.05% 346
2019
Q1 		$11.6M Buy
486,100
+73,000
+18% +$1.79M 0.05% 328
2018
Q4 		$10.5M Sell
413,100
-44,200
-10% -$1.18M 0.06% 319
2018
Q3 		$11.8M Buy
457,300
+106,400
+30% +$2.7M 0.05% 321
2018
Q2 		$7.99M Buy
350,900
+5,900
+2% +$157K 0.04% 382
2018
Q1 		$8.77M Sell
345,000
-174,500
-34% -$4.59M 0.04% 361
2017
Q4 		$13.6M Buy
519,500
+112,200
+28% +$2.91M 0.06% 287
2017
Q3 		$10.8M Buy
407,300
+228,100
+127% +$6.63M 0.05% 318
2017
Q2 		$5.54M Buy
179,200
+41,200
+30% +$1.08M 0.03% 440
2017
Q1 		$3.21M Buy
138,000
+32,000
+30% +$716K 0.02% 494
2016
Q4 		$2.44M Buy
106,000
+95,200
+881% +$2.18M 0.01% 498
2016
Q3 		$250K Sell
10,800
-23,300
-68% -$545K ﹤0.01% 537
2016
Q2 		$784K Sell
34,100
-31,900
-48% -$709K ﹤0.01% 520
2016
Q1 		$1.74M Buy
66,000
+32,400
+96% +$1.02M 0.01% 445
2015
Q4 		$1.12M Buy
+33,600
New +$1.19M 0.01% 571
2015
Q3 		– Sell
-40,600
Closed -$1.2M – 633
2015
Q2 		$1.2M Buy
40,600
+1,400
+4% +$43.9K 0.01% 582
2015
Q1 		$1.26M Buy
39,200
+6,600
+20% +$221K 0.01% 563
2014
Q4 		$1.1M Sell
32,600
-84,200
-72% -$2.7M 0.01% 513
2014
Q3 		$3.62M Buy
116,800
+41,100
+54% +$1.34M 0.03% 418
2014
Q2 		$2.54M Sell
75,700
-56,400
-43% -$1.68M 0.02% 460
2014
Q1 		$3.99M Sell
132,100
-273,800
-67% -$8.22M 0.04% 420
2013
Q4 		$11.8M Buy
405,900
+124,600
+44% +$3.54M 0.11% 201
2013
Q3 		$7.5M Buy
281,300
+46,000
+20% +$1.34M 0.08% 281
2013
Q2 		$6.53M Buy
+235,300
New +$6.71M 0.08% 274

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
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Korea Investment Corp's HRB Position: Q1 2020 in Review

Korea Investment Corp sold out of H&R Block (HRB) in Q1 2020, closing a stake of 271,900 shares — an estimated $6.38M sold.

Korea Investment Corp first reported a position in HRB in Q2 2013 and held it in 26 quarters. The position peaked at $13.6M in Q4 2017. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

  • Korea Investment Corp reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
  • Korea Investment Corp sold 271,900 H&R Block shares in Q1 2020, an estimated $6.38M.
  • Korea Investment Corp first reported a position in H&R Block in Q2 2013 and held it in 26 quarters.
  • Korea Investment Corp's H&R Block position peaked at $13.6M in Q4 2017.
  • 385 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on Korea Investment Corp's 13F filing for Q1 2020, filed 14 May 2020.