Ledyard National Bank’s H&R Block HRB Stock Holding History

Ledyard National 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
2018 Q3	–	Sell	-600	Closed	-$14K	–	712
2018 Q2	$14K	Hold	600	–	–	﹤0.01%	579
2018 Q1	$15K	Hold	600	–	–	﹤0.01%	587
2017 Q4	$16K	Hold	600	–	–	﹤0.01%	597
2017 Q3	$16K	Hold	600	–	–	﹤0.01%	600
2017 Q2	$19K	Hold	600	–	–	﹤0.01%	525
2017 Q1	$14K	Buy	+600	New	+$13.4K	﹤0.01%	574

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AAMU

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

Ledyard National Bank's HRB Position: Q3 2018 in Review

Ledyard National Bank sold out of H&R Block (HRB) in Q3 2018, closing a stake of 600 shares — an estimated $14K sold.

Ledyard National Bank first reported a position in HRB in Q1 2017 and held it in 6 quarters. The position peaked at $19K in Q2 2017. 438 funds tracked by Wall St. Rank hold HRB as of Q3 2018.

Ledyard National Bank reported no remaining H&R Block position as of Q3 2018 after selling out during the quarter.
Ledyard National Bank sold 600 H&R Block shares in Q3 2018, an estimated $14K.
Ledyard National Bank first reported a position in H&R Block in Q1 2017 and held it in 6 quarters.
Ledyard National Bank's H&R Block position peaked at $19K in Q2 2017.
438 funds tracked by Wall St. Rank held H&R Block as of Q3 2018.

Based on Ledyard National Bank's 13F filing for Q3 2018, filed 24 Oct 2018.