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Railway Pension Investments’s H&R Block HRB Stock Holding History

Railway Pension Investments’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
Q1 		– Sell
-481,604
Closed -$11.3M – 362
2019
Q4 		$11.3M Hold
481,604
– – 0.13% 160
2019
Q3 		$11.4M Buy
481,604
+35,345
+8% +$935K 0.14% 166
2019
Q2 		$13.1M Buy
446,259
+37,685
+9% +$1.01M 0.17% 139
2019
Q1 		$9.78M Buy
408,574
+235,939
+137% +$5.8M 0.14% 159
2018
Q4 		$4.38M Buy
+172,635
New +$4.61M 0.09% 237

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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

Railway Pension Investments's HRB Position: Q1 2020 in Review

Railway Pension Investments sold out of H&R Block (HRB) in Q1 2020, closing a stake of 481,604 shares — an estimated $11.3M sold.

Railway Pension Investments first reported a position in HRB in Q4 2018 and held it in 5 quarters. The position peaked at $13.1M in Q2 2019. 386 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

  • Railway Pension Investments reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
  • Railway Pension Investments sold 481,604 H&R Block shares in Q1 2020, an estimated $11.3M.
  • Railway Pension Investments first reported a position in H&R Block in Q4 2018 and held it in 5 quarters.
  • Railway Pension Investments's H&R Block position peaked at $13.1M in Q2 2019.
  • 386 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on Railway Pension Investments's 13F filing for Q1 2020, filed 22 Apr 2020.