NIMI
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Natixis Investment Managers International’s H&R Block HRB Stock Holding History

Natixis Investment Managers International’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
2018
Q4 		– Sell
-10,872
Closed -$280K – 274
2018
Q3 		$280K Sell
10,872
-6,927
-39% -$176K 0.01% 568
2018
Q2 		$406K Buy
17,799
+13,830
+348% +$367K 0.02% 464
2018
Q1 		$101K Buy
+3,969
New +$104K 0.01% 412
2017
Q4 		– Sell
-3,810
Closed -$101K – 257
2017
Q3 		$101K Sell
3,810
-247
-6% -$7.17K 0.01% 364
2017
Q2 		$125K Sell
4,057
-253
-6% -$6.64K 0.01% 340
2017
Q1 		$100K Buy
4,310
+178
+4% +$3.98K 0.01% 364
2016
Q4 		$95K Sell
4,132
-18,580
-82% -$425K 0.01% 390
2016
Q3 		$526K Buy
+22,712
New +$531K 0.05% 260

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
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Natixis Investment Managers International's HRB Position: Q4 2018 in Review

Natixis Investment Managers International sold out of H&R Block (HRB) in Q4 2018, closing a stake of 10,872 shares — an estimated $280K sold.

Natixis Investment Managers International first reported a position in HRB in Q3 2016 and held it in 8 quarters. The position peaked at $526K in Q3 2016. 461 funds tracked by Wall St. Rank hold HRB as of Q4 2018.

  • Natixis Investment Managers International reported no remaining H&R Block position as of Q4 2018 after selling out during the quarter.
  • Natixis Investment Managers International sold 10,872 H&R Block shares in Q4 2018, an estimated $280K.
  • Natixis Investment Managers International first reported a position in H&R Block in Q3 2016 and held it in 8 quarters.
  • Natixis Investment Managers International's H&R Block position peaked at $526K in Q3 2016.
  • 461 funds tracked by Wall St. Rank held H&R Block as of Q4 2018.

Based on Natixis Investment Managers International's 13F filing for Q4 2018, filed 14 Feb 2019.