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

Meadow Creek 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 Q3	$1.47M	Buy	62,392 +28,292	+83%	+$749K	0.03%	391
2019 Q2	$999K	Buy	34,100 +16,192	+90%	+$435K	0.02%	485
2019 Q1	$429K	Sell	17,908 -2,640	-13%	-$64.9K	0.01%	747
2018 Q4	$521K	Sell	20,548 -2,354	-10%	-$62.8K	0.01%	607
2018 Q3	$590K	Sell	22,902 -18,810	-45%	-$477K	0.01%	656
2018 Q2	$950K	Buy	41,712 +1,386	+3%	+$36.8K	0.02%	451
2018 Q1	$1.02M	Sell	40,326 -10,714	-21%	-$282K	0.02%	419
2017 Q4	$1.34M	Sell	51,040 -4,532	-8%	-$118K	0.03%	388
2017 Q3	$1.47M	Buy	55,572 +40,700	+274%	+$1.18M	0.03%	340
2017 Q2	$459K	Sell	14,872 -3,256	-18%	-$85.5K	0.01%	616
2017 Q1	$421K	Sell	18,128 -59,400	-77%	-$1.33M	0.01%	587
2016 Q4	$1.78M	Buy	+77,528	New	+$1.77M	0.05%	295

Other funds holding HRB

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

JAM

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

AAMU

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Meadow Creek Investment Management's HRB Position: Q3 2019 in Review

Meadow Creek Investment Management increased its H&R Block (HRB) stake by 83% in Q3 2019, buying an estimated $749K and bringing the position to 62,392 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #391.

Meadow Creek Investment Management first reported a position in HRB in Q4 2016 and has held it in 12 quarters since. The position peaked at $1.78M in Q4 2016. 434 funds tracked by Wall St. Rank hold HRB as of Q3 2019.

Meadow Creek Investment Management held 62,392 shares of H&R Block worth $1.47M as of Q3 2019.
Meadow Creek Investment Management bought 28,292 H&R Block shares in Q3 2019, an estimated $749K.
H&R Block made up 0.03% of Meadow Creek Investment Management's portfolio in Q3 2019, its #391 holding.
Meadow Creek Investment Management first reported a position in H&R Block in Q4 2016 and has held it in 12 quarters since.
Meadow Creek Investment Management's H&R Block position peaked at $1.78M in Q4 2016.
434 funds tracked by Wall St. Rank held H&R Block as of Q3 2019.

Based on Meadow Creek Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.