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Piedmont Investment Advisors’s H&R Block HRB Stock Holding History

Piedmont Investment Advisors’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
-119,023
Closed -$1.68M – 315
2020
Q1 		$1.68M Buy
+119,023
New +$2.49M 0.07% 230
2018
Q3 		– Sell
-2,439
Closed -$56K – 1603
2018
Q2 		$56K Sell
2,439
-87,878
-97% -$2.33M ﹤0.01% 1252
2018
Q1 		$2.29M Buy
90,317
+1,108
+1% +$29.1K 0.06% 252
2017
Q4 		$2.34M Sell
89,209
-27
-0% -$701 0.05% 242
2017
Q3 		$2.36M Buy
89,236
+1,679
+2% +$48.8K 0.05% 235
2017
Q2 		$2.71M Buy
+87,557
New +$2.3M 0.06% 232
2017
Q1 		– Sell
-620
Closed -$14.3K – 512
2016
Q4 		$14.3K Buy
620
+616
+15,400% +$14.1K ﹤0.01% 601
2016
Q3 		$92 Hold
4
– – ﹤0.01% 654
2016
Q2 		$92 Buy
+4
New +$89 ﹤0.01% 627
2015
Q2 		– Sell
-2,499
Closed -$80.1K – 424
2015
Q1 		$80.1K Hold
2,499
– – ﹤0.01% 166
2014
Q4 		$84.2K Hold
2,499
– – 0.01% 161
2014
Q3 		$77.5K Sell
2,499
-69
-3% -$2.25K ﹤0.01% 164
2014
Q2 		$86.1K Buy
2,568
+101
+4% +$3.01K ﹤0.01% 161
2014
Q1 		$74.5K Hold
2,467
– – ﹤0.01% 165
2013
Q4 		$71.6K Buy
2,467
+2,449
+13,606% +$69.5K ﹤0.01% 157
2013
Q3 		$479 Sell
18
-1,602
-99% -$46.6K ﹤0.01% 298
2013
Q2 		$45K Buy
+1,620
New +$46.2K ﹤0.01% 227

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

Piedmont Investment Advisors's HRB Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of H&R Block (HRB) in Q2 2020, closing a stake of 119,023 shares — an estimated $1.68M sold.

Piedmont Investment Advisors first reported a position in HRB in Q2 2013 and held it in 17 quarters. The position peaked at $2.71M in Q2 2017. 384 funds tracked by Wall St. Rank hold HRB as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining H&R Block position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 119,023 H&R Block shares in Q2 2020, an estimated $1.68M.
  • Piedmont Investment Advisors first reported a position in H&R Block in Q2 2013 and held it in 17 quarters.
  • Piedmont Investment Advisors's H&R Block position peaked at $2.71M in Q2 2017.
  • 384 funds tracked by Wall St. Rank held H&R Block as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.