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Nissay Asset Management’s H&R Block HRB Stock Holding History

Nissay Asset Management’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
2019
Q4 		– Sell
-18,692
Closed -$442K – 745
2019
Q3 		$442K Buy
18,692
+676
+4% +$17.9K 0.01% 670
2019
Q2 		$528K Sell
18,016
-18
-0.1% -$484 0.01% 650
2019
Q1 		$432K Buy
18,034
+740
+4% +$18.2K 0.01% 665
2018
Q4 		$439K Buy
17,294
+54
+0.3% +$1.44K 0.01% 637
2018
Q3 		$444K Buy
17,240
+542
+3% +$13.8K 0.01% 660
2018
Q2 		$380K Buy
16,698
+496
+3% +$13.2K 0.01% 669
2018
Q1 		$412K Buy
16,202
+389
+2% +$10.2K 0.01% 647
2017
Q4 		$415K Buy
+15,813
New +$410K 0.01% 649

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Nissay Asset Management's HRB Position: Q4 2019 in Review

Nissay Asset Management sold out of H&R Block (HRB) in Q4 2019, closing a stake of 18,692 shares — an estimated $442K sold.

Nissay Asset Management first reported a position in HRB in Q4 2017 and held it in 8 quarters. The position peaked at $528K in Q2 2019. 444 funds tracked by Wall St. Rank hold HRB as of Q4 2019.

  • Nissay Asset Management reported no remaining H&R Block position as of Q4 2019 after selling out during the quarter.
  • Nissay Asset Management sold 18,692 H&R Block shares in Q4 2019, an estimated $442K.
  • Nissay Asset Management first reported a position in H&R Block in Q4 2017 and held it in 8 quarters.
  • Nissay Asset Management's H&R Block position peaked at $528K in Q2 2019.
  • 444 funds tracked by Wall St. Rank held H&R Block as of Q4 2019.

Based on Nissay Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.