Landmark Bank’s H&R Block HRB Stock Holding History

Landmark Bank’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 Q4	$313K	Sell	13,301 -209	-2%	-$5.02K	0.07%	77
2019 Q3	$319K	Sell	13,510 -72	-0.5%	-$1.91K	0.2%	71
2019 Q2	$398K	Sell	13,582 -169	-1%	-$4.54K	0.26%	52
2019 Q1	$329K	Buy	13,751 +1,230	+10%	+$30.2K	0.23%	66
2018 Q4	$318K	Buy	12,521 +625	+5%	+$16.7K	0.24%	69
2018 Q3	$307K	Sell	11,896 -770	-6%	-$19.5K	0.19%	74
2018 Q2	$289K	Buy	+12,666	New	+$336K	0.19%	76

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Landmark Bank's HRB Position: Q4 2019 in Review

Landmark Bank reduced its H&R Block (HRB) stake by 1.5% in Q4 2019, selling an estimated $5.02K and leaving 13,301 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #77.

Landmark Bank first reported a position in HRB in Q2 2018 and has held it in 7 quarters since. The position peaked at $398K in Q2 2019. 444 funds tracked by Wall St. Rank hold HRB as of Q4 2019.

Landmark Bank held 13,301 shares of H&R Block worth $313K as of Q4 2019.
Landmark Bank sold 209 H&R Block shares in Q4 2019, an estimated $5.02K.
H&R Block made up 0.07% of Landmark Bank's portfolio in Q4 2019, its #77 holding.
Landmark Bank first reported a position in H&R Block in Q2 2018 and has held it in 7 quarters since.
Landmark Bank's H&R Block position peaked at $398K in Q2 2019.
444 funds tracked by Wall St. Rank held H&R Block as of Q4 2019.

Based on Landmark Bank's 13F filing for Q4 2019, filed 12 Feb 2020.