Migdal Insurance & Financial Holdings’s H&R Block HRB Stock Holding History

Migdal Insurance & Financial Holdings’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
2020 Q3	–	Sell	-4,856	Closed	-$69K	–	722
2020 Q2	$69K	Sell	4,856 -29	-0.6%	-$458	﹤0.01%	477
2020 Q1	$69K	Buy	+4,885	New	+$102K	﹤0.01%	439
2019 Q2	–	Sell	-6,037	Closed	-$145K	–	743
2019 Q1	$145K	Buy	+6,037	New	+$148K	﹤0.01%	442
2018 Q4	–	Sell	-1,657	Closed	-$585K	–	750
2018 Q3	$585K	Sell	1,657 -3,114	-65%	-$79K	0.01%	346
2018 Q2	$109K	Buy	+4,771	New	+$127K	﹤0.01%	511
2018 Q1	–	Sell	-4,839	Closed	-$127K	–	736
2017 Q4	$127K	Sell	4,839 -320	-6%	-$8.31K	﹤0.01%	358
2017 Q3	$137K	Sell	5,159 -4,551	-47%	-$132K	﹤0.01%	337
2017 Q2	$300K	Sell	9,710 -14,091	-59%	-$370K	0.01%	254
2017 Q1	$547K	Buy	+23,801	New	+$532K	0.01%	210

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

JAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings's HRB Position: Q3 2020 in Review

Migdal Insurance & Financial Holdings sold out of H&R Block (HRB) in Q3 2020, closing a stake of 4,856 shares — an estimated $69K sold.

Migdal Insurance & Financial Holdings first reported a position in HRB in Q1 2017 and held it in 9 quarters. The position peaked at $585K in Q3 2018. 377 funds tracked by Wall St. Rank hold HRB as of Q3 2020.

Migdal Insurance & Financial Holdings reported no remaining H&R Block position as of Q3 2020 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 4,856 H&R Block shares in Q3 2020, an estimated $69K.
Migdal Insurance & Financial Holdings first reported a position in H&R Block in Q1 2017 and held it in 9 quarters.
Migdal Insurance & Financial Holdings's H&R Block position peaked at $585K in Q3 2018.
377 funds tracked by Wall St. Rank held H&R Block as of Q3 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2020, filed 5 Nov 2020.