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

Polar Asset Management Partners’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
2021
Q1 		– Sell
-23,281
Closed -$369K – 1027
2020
Q4 		$369K Buy
+23,281
New +$402K ﹤0.01% 639
2020
Q3 		– Sell
-12,074
Closed -$172K – 658
2020
Q2 		$172K Buy
+12,074
New +$191K ﹤0.01% 449

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Polar Asset Management Partners's HRB Position: Q1 2021 in Review

Polar Asset Management Partners sold out of H&R Block (HRB) in Q1 2021, closing a stake of 23,281 shares — an estimated $369K sold.

Polar Asset Management Partners first reported a position in HRB in Q2 2020 and held it in 2 quarters. The position peaked at $369K in Q4 2020. 375 funds tracked by Wall St. Rank hold HRB as of Q1 2021.

  • Polar Asset Management Partners reported no remaining H&R Block position as of Q1 2021 after selling out during the quarter.
  • Polar Asset Management Partners sold 23,281 H&R Block shares in Q1 2021, an estimated $369K.
  • Polar Asset Management Partners first reported a position in H&R Block in Q2 2020 and held it in 2 quarters.
  • Polar Asset Management Partners's H&R Block position peaked at $369K in Q4 2020.
  • 375 funds tracked by Wall St. Rank held H&R Block as of Q1 2021.

Based on Polar Asset Management Partners's 13F filing for Q1 2021, filed 17 May 2021.