NIM
HRB icon

NuWave Investment Management’s H&R Block HRB Stock Holding History

NuWave Investment 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
2020
Q3 		– Sell
-1,202
Closed -$20K – 548
2020
Q2 		$20K Buy
+1,202
New +$19K 0.03% 267
2020
Q1 		– Sell
-10,816
Closed -$254K – 297
2019
Q4 		$254K Buy
10,816
+5,280
+95% +$127K 0.25% 143
2019
Q3 		$131K Buy
5,536
+5,485
+10,755% +$145K 0.13% 184
2019
Q2 		$1K Sell
51
-3,574
-99% -$96.1K ﹤0.01% 425
2019
Q1 		$87K Buy
3,625
+3,609
+22,556% +$88.7K 0.1% 193
2018
Q4 		$0 Sell
16
-133
-89% -$3.55K ﹤0.01% 412
2018
Q3 		$4K Buy
+149
New +$3.78K 0.01% 295
2018
Q1 		– Sell
-36
Closed -$1K – 287
2017
Q4 		$1K Buy
+36
New +$934 ﹤0.01% 335
2014
Q3 		$165K Buy
+5,333
New +$174K 0.47% 83
2014
Q1 		– Sell
-15,899
Closed -$462K – 303
2013
Q4 		$462K Sell
15,899
-2,910
-15% -$82.6K 0.41% 94
2013
Q3 		$501K Buy
18,809
+18,696
+16,545% +$544K 0.46% 79
2013
Q2 		$3K Buy
+113
New +$3.22K ﹤0.01% 300

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NuWave Investment Management's HRB Position: Q3 2020 in Review

NuWave Investment Management sold out of H&R Block (HRB) in Q3 2020, closing a stake of 1,202 shares — an estimated $20K sold.

NuWave Investment Management first reported a position in HRB in Q2 2013 and held it in 12 quarters. The position peaked at $501K in Q3 2013. 377 funds tracked by Wall St. Rank hold HRB as of Q3 2020.

  • NuWave Investment Management reported no remaining H&R Block position as of Q3 2020 after selling out during the quarter.
  • NuWave Investment Management sold 1,202 H&R Block shares in Q3 2020, an estimated $20K.
  • NuWave Investment Management first reported a position in H&R Block in Q2 2013 and held it in 12 quarters.
  • NuWave Investment Management's H&R Block position peaked at $501K in Q3 2013.
  • 377 funds tracked by Wall St. Rank held H&R Block as of Q3 2020.

Based on NuWave Investment Management's 13F filing for Q3 2020, filed 23 Oct 2020.