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MUFG Securities EMEA’s H&R Block HRB Stock Holding History

MUFG Securities EMEA’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
-172,000
Closed -$2.46M – 421
2020
Q2 		$2.46M Buy
+172,000
New +$2.72M 0.02% 271
2019
Q3 		– Sell
-325,323
Closed -$9.53M – 389
2019
Q2 		$9.53M Buy
+325,323
New +$8.74M 0.1% 136
2018
Q4 		– Sell
-5,572
Closed -$143K – 555
2018
Q3 		$143K Buy
5,572
+5,338
+2,281% +$135K ﹤0.01% 669
2018
Q2 		$5K Buy
+234
New +$6.21K ﹤0.01% 607

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MUFG Securities EMEA's HRB Position: Q3 2020 in Review

MUFG Securities EMEA sold out of H&R Block (HRB) in Q3 2020, closing a stake of 172,000 shares — an estimated $2.46M sold.

MUFG Securities EMEA first reported a position in HRB in Q2 2018 and held it in 4 quarters. The position peaked at $9.53M in Q2 2019. 376 funds tracked by Wall St. Rank hold HRB as of Q3 2020.

  • MUFG Securities EMEA reported no remaining H&R Block position as of Q3 2020 after selling out during the quarter.
  • MUFG Securities EMEA sold 172,000 H&R Block shares in Q3 2020, an estimated $2.46M.
  • MUFG Securities EMEA first reported a position in H&R Block in Q2 2018 and held it in 4 quarters.
  • MUFG Securities EMEA's H&R Block position peaked at $9.53M in Q2 2019.
  • 376 funds tracked by Wall St. Rank held H&R Block as of Q3 2020.

Based on MUFG Securities EMEA's 13F filing for Q3 2020, filed 13 Nov 2020.