PCM
HRB icon

Polaris Capital Management’s H&R Block HRB Stock Holding History

Polaris Capital 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
-1,874,300
Closed -$26.8M – 105
2020
Q2 		$26.8M Buy
1,874,300
+48,000
+3% +$759K 1.32% 30
2020
Q1 		$25.7M Buy
+1,826,300
New +$38.2M 1.55% 22

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Polaris Capital Management's HRB Position: Q3 2020 in Review

Polaris Capital Management sold out of H&R Block (HRB) in Q3 2020, closing a stake of 1,874,300 shares — an estimated $26.8M sold.

Polaris Capital Management first reported a position in HRB in Q1 2020 and held it in 2 quarters. The position peaked at $26.8M in Q2 2020. 376 funds tracked by Wall St. Rank hold HRB as of Q3 2020.

  • Polaris Capital Management reported no remaining H&R Block position as of Q3 2020 after selling out during the quarter.
  • Polaris Capital Management sold 1,874,300 H&R Block shares in Q3 2020, an estimated $26.8M.
  • Polaris Capital Management first reported a position in H&R Block in Q1 2020 and held it in 2 quarters.
  • Polaris Capital Management's H&R Block position peaked at $26.8M in Q2 2020.
  • 376 funds tracked by Wall St. Rank held H&R Block as of Q3 2020.

Based on Polaris Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.