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Mainstay Capital Management’s H&R Block HRB Stock Holding History

Mainstay Capital 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
-1,637
Closed -$42K – 214
2018
Q3 		$42K Hold
1,637
– – 0.03% 219
2018
Q2 		$37K Hold
1,637
– – 0.03% 205
2018
Q1 		$41K Buy
+1,637
New +$43.1K 0.03% 170

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Mainstay Capital Management's HRB Position: Q4 2018 in Review

Mainstay Capital Management sold out of H&R Block (HRB) in Q4 2018, closing a stake of 1,637 shares — an estimated $42K sold.

Mainstay Capital Management first reported a position in HRB in Q1 2018 and held it in 3 quarters. The position peaked at $42K in Q3 2018. 460 funds tracked by Wall St. Rank hold HRB as of Q4 2018.

  • Mainstay Capital Management reported no remaining H&R Block position as of Q4 2018 after selling out during the quarter.
  • Mainstay Capital Management sold 1,637 H&R Block shares in Q4 2018, an estimated $42K.
  • Mainstay Capital Management first reported a position in H&R Block in Q1 2018 and held it in 3 quarters.
  • Mainstay Capital Management's H&R Block position peaked at $42K in Q3 2018.
  • 460 funds tracked by Wall St. Rank held H&R Block as of Q4 2018.

Based on Mainstay Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.