MWA
HRB icon

Marshall Wace Asia’s H&R Block HRB Stock Holding History

Marshall Wace Asia’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
2021
Q1 		– Sell
-61,251
Closed -$971K – 166
2020
Q4 		$971K Buy
+61,251
New +$1.06M 0.02% 131
2020
Q1 		– Sell
-57,313
Closed -$1.35M – 154
2019
Q4 		$1.35M Buy
+57,313
New +$1.38M 0.03% 86

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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Marshall Wace Asia's HRB Position: Q1 2021 in Review

Marshall Wace Asia sold out of H&R Block (HRB) in Q1 2021, closing a stake of 61,251 shares — an estimated $971K sold.

Marshall Wace Asia first reported a position in HRB in Q4 2019 and held it in 2 quarters. The position peaked at $1.35M in Q4 2019. 375 funds tracked by Wall St. Rank hold HRB as of Q1 2021.

  • Marshall Wace Asia reported no remaining H&R Block position as of Q1 2021 after selling out during the quarter.
  • Marshall Wace Asia sold 61,251 H&R Block shares in Q1 2021, an estimated $971K.
  • Marshall Wace Asia first reported a position in H&R Block in Q4 2019 and held it in 2 quarters.
  • Marshall Wace Asia's H&R Block position peaked at $1.35M in Q4 2019.
  • 375 funds tracked by Wall St. Rank held H&R Block as of Q1 2021.

Based on Marshall Wace Asia's 13F filing for Q1 2021, filed 17 May 2021.