Loudon Investment Management’s H&R Block HRB Stock Holding History

Loudon Investment 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
2019 Q2	–	Sell	-22,055	Closed	-$528K	–	83
2019 Q1	$528K	Sell	22,055 -20,725	-48%	-$509K	0.46%	56
2018 Q4	$1.08M	Sell	42,780 -20,240	-32%	-$540K	1.03%	33
2018 Q3	$1.62M	Sell	63,020 -14,800	-19%	-$375K	1.3%	25
2018 Q2	$1.77M	Sell	77,820 -3,800	-5%	-$101K	1.42%	29
2018 Q1	$2.07M	Sell	81,620 -425	-0.5%	-$11.2K	1.65%	22
2017 Q4	$2.15M	Sell	82,045 -200	-0.2%	-$5.19K	1.63%	24
2017 Q3	$2.18M	Sell	82,245 -22,570	-22%	-$656K	1.7%	24
2017 Q2	$3.24M	Sell	104,815 -600	-0.6%	-$15.7K	2.46%	13
2017 Q1	$2.45M	Sell	105,415 -3,685	-3%	-$82.4K	1.86%	20
2016 Q4	$2.51M	Buy	109,100 +1,175	+1%	+$26.9K	1.96%	22
2016 Q3	$2.5M	Buy	+107,925	New	+$2.53M	1.94%	20

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

Loudon Investment Management's HRB Position: Q2 2019 in Review

Loudon Investment Management sold out of H&R Block (HRB) in Q2 2019, closing a stake of 22,055 shares — an estimated $528K sold.

Loudon Investment Management first reported a position in HRB in Q3 2016 and held it in 11 quarters. The position peaked at $3.24M in Q2 2017. 454 funds tracked by Wall St. Rank hold HRB as of Q2 2019.

Loudon Investment Management reported no remaining H&R Block position as of Q2 2019 after selling out during the quarter.
Loudon Investment Management sold 22,055 H&R Block shares in Q2 2019, an estimated $528K.
Loudon Investment Management first reported a position in H&R Block in Q3 2016 and held it in 11 quarters.
Loudon Investment Management's H&R Block position peaked at $3.24M in Q2 2017.
454 funds tracked by Wall St. Rank held H&R Block as of Q2 2019.

Based on Loudon Investment Management's 13F filing for Q2 2019, filed 13 Aug 2019.