Lodestar Investment Counsel’s H&R Block HRB Stock Holding History

Lodestar Investment Counsel’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 Q2	$387K	Hold	13,200	–	–	0.04%	140
2019 Q1	$316K	Hold	13,200	–	–	0.03%	145
2018 Q4	$335K	Hold	13,200	–	–	0.04%	139
2018 Q3	$340K	Hold	13,200	–	–	0.04%	147
2018 Q2	$301K	Hold	13,200	–	–	0.03%	158
2018 Q1	$335K	Hold	13,200	–	–	0.04%	145
2017 Q4	$346K	Hold	13,200	–	–	0.04%	146
2017 Q3	$350K	Hold	13,200	–	–	0.04%	141
2017 Q2	$408K	Hold	13,200	–	–	0.05%	129
2017 Q1	$307K	Hold	13,200	–	–	0.04%	138
2016 Q4	$303K	Hold	13,200	–	–	0.04%	137
2016 Q3	$306K	Hold	13,200	–	–	0.04%	138
2016 Q2	$304K	Hold	13,200	–	–	0.04%	137
2016 Q1	$349K	Hold	13,200	–	–	0.05%	132
2015 Q4	$440K	Hold	13,200	–	–	0.07%	104
2015 Q3	$478K	Hold	13,200	–	–	0.08%	99
2015 Q2	$391K	Hold	13,200	–	–	0.06%	114
2015 Q1	$423K	Hold	13,200	–	–	0.07%	114
2014 Q4	$445K	Hold	13,200	–	–	0.13%	79
2014 Q3	$409K	Hold	13,200	–	–	0.13%	82
2014 Q2	$442K	Hold	13,200	–	–	0.13%	81
2014 Q1	$399K	Hold	13,200	–	–	0.13%	86
2013 Q4	$383K	Hold	13,200	–	–	0.12%	78
2013 Q3	$352K	Hold	13,200	–	–	0.13%	77
2013 Q2	$366K	Buy	+13,200	New	+$377K	0.14%	72

Other funds holding HRB

AAMU

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

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

JAM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lodestar Investment Counsel's HRB Position: Q2 2019 in Review

Lodestar Investment Counsel held its H&R Block (HRB) position steady in Q2 2019 at 13,200 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #140.

Lodestar Investment Counsel first reported a position in HRB in Q2 2013 and has held it in 25 quarters since. The position peaked at $478K in Q3 2015. 454 funds tracked by Wall St. Rank hold HRB as of Q2 2019.

Lodestar Investment Counsel held 13,200 shares of H&R Block worth $387K as of Q2 2019.
Lodestar Investment Counsel left its H&R Block share count unchanged in Q2 2019.
H&R Block made up 0.04% of Lodestar Investment Counsel's portfolio in Q2 2019, its #140 holding.
Lodestar Investment Counsel first reported a position in H&R Block in Q2 2013 and has held it in 25 quarters since.
Lodestar Investment Counsel's H&R Block position peaked at $478K in Q3 2015.
454 funds tracked by Wall St. Rank held H&R Block as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.