Mount Yale Investment Advisors’s H&R Block HRB Stock Holding History

Mount Yale Investment Advisors’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 Q1	–	Sell	-11,570	Closed	-$268K	–	315
2019 Q4	$268K	Buy	11,570 +2,601	+29%	+$62.5K	0.05%	288
2019 Q3	$220K	Sell	8,969 -2,035	-18%	-$53.8K	0.04%	291
2019 Q2	$298K	Sell	11,004 -1,206	-10%	-$32.4K	0.06%	267
2019 Q1	$292K	Sell	12,210 -321	-3%	-$7.89K	0.05%	259
2018 Q4	$300K	Buy	12,531 +1,531	+14%	+$40.9K	0.06%	254
2018 Q3	$312K	Buy	11,000 +1,090	+11%	+$27.7K	0.05%	244
2018 Q2	$226K	Sell	9,910 -222	-2%	-$5.89K	0.04%	291
2018 Q1	$257K	Buy	+10,132	New	+$267K	0.06%	261

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Mount Yale Investment Advisors's HRB Position: Q1 2020 in Review

Mount Yale Investment Advisors sold out of H&R Block (HRB) in Q1 2020, closing a stake of 11,570 shares — an estimated $268K sold.

Mount Yale Investment Advisors first reported a position in HRB in Q1 2018 and held it in 8 quarters. The position peaked at $312K in Q3 2018. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

Mount Yale Investment Advisors reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
Mount Yale Investment Advisors sold 11,570 H&R Block shares in Q1 2020, an estimated $268K.
Mount Yale Investment Advisors first reported a position in H&R Block in Q1 2018 and held it in 8 quarters.
Mount Yale Investment Advisors's H&R Block position peaked at $312K in Q3 2018.
385 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2020, filed 4 May 2020.