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Liberty Mutual Group Asset Management’s H&R Block HRB Stock Holding History

Liberty Mutual Group Asset Management’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
Q4 		– Sell
-8,362
Closed -$215K – 369
2018
Q3 		$215K Buy
+8,362
New +$212K ﹤0.01% 943
2018
Q2 		– Sell
-8,332
Closed -$212K – 973
2018
Q1 		$212K Hold
8,332
– – 0.01% 948
2017
Q4 		$218K Sell
8,332
-884
-10% -$22.9K 0.01% 955
2017
Q3 		$244K Sell
9,216
-4,919
-35% -$143K 0.01% 919
2017
Q2 		$437K Buy
14,135
+3,955
+39% +$104K 0.02% 901
2017
Q1 		$238K Sell
10,180
-6,737
-40% -$151K 0.01% 976
2016
Q4 		$388K Buy
16,917
+1,079
+7% +$24.7K 0.01% 961
2016
Q3 		$367K Buy
15,838
+737
+5% +$17.2K 0.01% 945
2016
Q2 		$348K Sell
15,101
-1,178
-7% -$26.2K 0.01% 967
2016
Q1 		$430K Buy
16,279
+1,439
+10% +$45.2K 0.02% 907
2015
Q4 		$493K Sell
14,840
-26,458
-64% -$940K 0.02% 862
2015
Q3 		$1.5M Sell
41,298
-6,495
-14% -$220K 0.06% 609
2015
Q2 		$1.42M Sell
47,793
-14,083
-23% -$442K 0.05% 738
2015
Q1 		$1.99M Buy
61,876
+2,159
+4% +$72.3K 0.06% 592
2014
Q4 		$2.01M Buy
59,717
+7,661
+15% +$245K 0.06% 537
2014
Q3 		$1.61M Sell
52,056
-2,225
-4% -$72.5K 0.05% 651
2014
Q2 		$1.82M Sell
54,281
-1,963
-3% -$58.5K 0.06% 579
2014
Q1 		$1.7M Buy
56,244
+9,981
+22% +$300K 0.06% 601
2013
Q4 		$1.34M Buy
46,263
+29,753
+180% +$845K 0.05% 631
2013
Q3 		$440K Buy
16,510
+3,544
+27% +$103K 0.02% 925
2013
Q2 		$360K Buy
+12,966
New +$370K 0.01% 912

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Liberty Mutual Group Asset Management's HRB Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of H&R Block (HRB) in Q4 2018, closing a stake of 8,362 shares — an estimated $215K sold.

Liberty Mutual Group Asset Management first reported a position in HRB in Q2 2013 and held it in 21 quarters. The position peaked at $2.01M in Q4 2014. 461 funds tracked by Wall St. Rank hold HRB as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining H&R Block position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 8,362 H&R Block shares in Q4 2018, an estimated $215K.
  • Liberty Mutual Group Asset Management first reported a position in H&R Block in Q2 2013 and held it in 21 quarters.
  • Liberty Mutual Group Asset Management's H&R Block position peaked at $2.01M in Q4 2014.
  • 461 funds tracked by Wall St. Rank held H&R Block as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.