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Moon Capital Management (Tennessee)’s H&R Block HRB Stock Holding History

Moon Capital Management (Tennessee)’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
Q2 		$1.64M Sell
115,050
-6,755
-6% -$107K 1.99% 23
2020
Q1 		$1.72M Buy
+121,805
New +$2.55M 2.36% 19

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Moon Capital Management (Tennessee)'s HRB Position: Q2 2020 in Review

Moon Capital Management (Tennessee) reduced its H&R Block (HRB) stake by 5.5% in Q2 2020, selling an estimated $107K and leaving 115,050 shares worth $1.64M. The position accounts for 1.99% of the portfolio, ranked #23.

Moon Capital Management (Tennessee) first reported a position in HRB in Q1 2020 and has held it in 2 quarters since. The position peaked at $1.72M in Q1 2020. 383 funds tracked by Wall St. Rank hold HRB as of Q2 2020.

  • Moon Capital Management (Tennessee) held 115,050 shares of H&R Block worth $1.64M as of Q2 2020.
  • Moon Capital Management (Tennessee) sold 6,755 H&R Block shares in Q2 2020, an estimated $107K.
  • H&R Block made up 1.99% of Moon Capital Management (Tennessee)'s portfolio in Q2 2020, its #23 holding.
  • Moon Capital Management (Tennessee) first reported a position in H&R Block in Q1 2020 and has held it in 2 quarters since.
  • Moon Capital Management (Tennessee)'s H&R Block position peaked at $1.72M in Q1 2020.
  • 383 funds tracked by Wall St. Rank held H&R Block as of Q2 2020.

Based on Moon Capital Management (Tennessee)'s 13F filing for Q2 2020, filed 24 Aug 2020.