Polianta Ltd’s H&R Block HRB Stock Holding History

Polianta Ltd’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 Q1	–	Sell	-47,600	Closed	-$1.21M	–	80
2018 Q4	$1.21M	Buy	47,600 +1,300	+3%	+$34.7K	0.6%	39
2018 Q3	$1.19M	Sell	46,300 -1,600	-3%	-$40.6K	0.6%	42
2018 Q2	$1.09M	Buy	+47,900	New	+$1.27M	0.34%	64
2018 Q1	–	Sell	-45,100	Closed	-$1.18M	–	82
2017 Q4	$1.18M	Hold	45,100	–	–	0.38%	58
2017 Q3	$1.19M	Buy	+45,100	New	+$1.31M	0.38%	49

Other funds holding HRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polianta Ltd's HRB Position: Q1 2019 in Review

Polianta Ltd sold out of H&R Block (HRB) in Q1 2019, closing a stake of 47,600 shares — an estimated $1.21M sold.

Polianta Ltd first reported a position in HRB in Q3 2017 and held it in 5 quarters. The position peaked at $1.21M in Q4 2018. 451 funds tracked by Wall St. Rank hold HRB as of Q1 2019.

Polianta Ltd reported no remaining H&R Block position as of Q1 2019 after selling out during the quarter.
Polianta Ltd sold 47,600 H&R Block shares in Q1 2019, an estimated $1.21M.
Polianta Ltd first reported a position in H&R Block in Q3 2017 and held it in 5 quarters.
Polianta Ltd's H&R Block position peaked at $1.21M in Q4 2018.
451 funds tracked by Wall St. Rank held H&R Block as of Q1 2019.

Based on Polianta Ltd's 13F filing for Q1 2019, filed 4 Apr 2019.