QSS
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Quantitative Systematic Strategies’s H&R Block HRB Stock Holding History

Quantitative Systematic Strategies’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
2018
Q1 		– Sell
-10,162
Closed -$266K – 680
2017
Q4 		$266K Buy
+10,162
New +$264K 0.07% 433
2015
Q1 		– Sell
-10,533
Closed -$355K – 449
2014
Q4 		$355K Buy
+10,533
New +$337K 0.14% 200
2014
Q1 		– Sell
-20,471
Closed -$596K – 311
2013
Q4 		$596K Buy
+20,471
New +$581K 0.48% 74

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Quantitative Systematic Strategies's HRB Position: Q1 2018 in Review

Quantitative Systematic Strategies sold out of H&R Block (HRB) in Q1 2018, closing a stake of 10,162 shares — an estimated $266K sold.

Quantitative Systematic Strategies first reported a position in HRB in Q4 2013 and held it in 3 quarters. The position peaked at $596K in Q4 2013. 452 funds tracked by Wall St. Rank hold HRB as of Q1 2018.

  • Quantitative Systematic Strategies reported no remaining H&R Block position as of Q1 2018 after selling out during the quarter.
  • Quantitative Systematic Strategies sold 10,162 H&R Block shares in Q1 2018, an estimated $266K.
  • Quantitative Systematic Strategies first reported a position in H&R Block in Q4 2013 and held it in 3 quarters.
  • Quantitative Systematic Strategies's H&R Block position peaked at $596K in Q4 2013.
  • 452 funds tracked by Wall St. Rank held H&R Block as of Q1 2018.

Based on Quantitative Systematic Strategies's 13F filing for Q1 2018, filed 4 May 2018.