RIM
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Rampart Investment Management’s H&R Block HRB Stock Holding History

Rampart Investment 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
-4,276
Closed -$61K – 465
2020
Q2 		$61K Buy
4,276
+2,726
+176% +$43.1K 0.01% 495
2020
Q1 		$22K Sell
1,550
-3,392
-69% -$71K 0.01% 505
2019
Q4 		$116K Buy
4,942
+361
+8% +$8.67K 0.01% 507
2019
Q3 		$108K Sell
4,581
-200,010
-98% -$5.29M 0.01% 500
2019
Q2 		$6M Sell
204,591
-50,817
-20% -$1.37M 0.71% 29
2019
Q1 		$6.11M Buy
255,408
+253,461
+13,018% +$6.23M 0.7% 28
2018
Q4 		$49K Sell
1,947
-1,215
-38% -$32.4K 0.01% 503
2018
Q3 		$81 Sell
3,162
-290,391
-99% -$7.37M ﹤0.01% 526
2018
Q2 		$6.69M Sell
293,553
-41,369
-12% -$1.1M 0.65% 34
2018
Q1 		$8.51M Buy
+334,922
New +$8.81M 0.81% 25
2017
Q4 		– Sell
-2,627
Closed -$70K – 506
2017
Q3 		$70K Sell
2,627
-28
-1% -$813 0.02% 493
2017
Q2 		$82K Buy
2,655
+2,083
+364% +$54.7K 0.03% 474
2017
Q1 		$13K Buy
+572
New +$12.8K ﹤0.01% 483

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

Rampart Investment Management's HRB Position: Q3 2020 in Review

Rampart Investment Management sold out of H&R Block (HRB) in Q3 2020, closing a stake of 4,276 shares — an estimated $61K sold.

Rampart Investment Management first reported a position in HRB in Q1 2017 and held it in 13 quarters. The position peaked at $8.51M in Q1 2018. 377 funds tracked by Wall St. Rank hold HRB as of Q3 2020.

  • Rampart Investment Management reported no remaining H&R Block position as of Q3 2020 after selling out during the quarter.
  • Rampart Investment Management sold 4,276 H&R Block shares in Q3 2020, an estimated $61K.
  • Rampart Investment Management first reported a position in H&R Block in Q1 2017 and held it in 13 quarters.
  • Rampart Investment Management's H&R Block position peaked at $8.51M in Q1 2018.
  • 377 funds tracked by Wall St. Rank held H&R Block as of Q3 2020.

Based on Rampart Investment Management's 13F filing for Q3 2020, filed 13 Nov 2020.