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Navellier & Associates’s H&R Block HRB Stock Holding History

Navellier & Associates’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 		– Sell
-32,054
Closed -$451K – 253
2020
Q1 		$451K Sell
32,054
-259
-0.8% -$5.42K 0.11% 142
2019
Q4 		$759K Sell
32,313
-1,248
-4% -$30K 0.12% 158
2019
Q3 		$793K Buy
33,561
+6,735
+25% +$178K 0.13% 151
2019
Q2 		$786K Buy
26,826
+4,831
+22% +$130K 0.12% 152
2019
Q1 		$527K Buy
21,995
+2,917
+15% +$71.7K 0.08% 159
2018
Q4 		$484K Buy
19,078
+1,158
+6% +$30.9K 0.08% 146
2018
Q3 		$461K Buy
+17,920
New +$455K 0.06% 195
2014
Q1 		– Sell
-8,255
Closed -$240K – 330
2013
Q4 		$240K Buy
+8,255
New +$234K 0.01% 287

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

Navellier & Associates's HRB Position: Q2 2020 in Review

Navellier & Associates sold out of H&R Block (HRB) in Q2 2020, closing a stake of 32,054 shares — an estimated $451K sold.

Navellier & Associates first reported a position in HRB in Q4 2013 and held it in 8 quarters. The position peaked at $793K in Q3 2019. 383 funds tracked by Wall St. Rank hold HRB as of Q2 2020.

  • Navellier & Associates reported no remaining H&R Block position as of Q2 2020 after selling out during the quarter.
  • Navellier & Associates sold 32,054 H&R Block shares in Q2 2020, an estimated $451K.
  • Navellier & Associates first reported a position in H&R Block in Q4 2013 and held it in 8 quarters.
  • Navellier & Associates's H&R Block position peaked at $793K in Q3 2019.
  • 383 funds tracked by Wall St. Rank held H&R Block as of Q2 2020.

Based on Navellier & Associates's 13F filing for Q2 2020, filed 12 Aug 2020.