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

Redpoint 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
2019 Q4	–	Sell	-52,538	Closed	-$1.24M	–	612
2019 Q3	$1.24M	Buy	52,538 +2,758	+6%	+$73K	0.07%	337
2019 Q2	$1.46M	Sell	49,780 -3,760	-7%	-$101K	0.08%	307
2019 Q1	$1.28M	Hold	53,540	–	–	0.06%	347
2018 Q4	$1.36M	Hold	53,540	–	–	0.08%	297
2018 Q3	$1.38M	Hold	53,540	–	–	0.07%	327
2018 Q2	$1.22M	Sell	53,540 -54,557	-50%	-$1.45M	0.07%	346
2018 Q1	$2.75M	Buy	108,097 +59,024	+120%	+$1.55M	0.15%	190
2017 Q4	$1.29M	Buy	+49,073	New	+$1.27M	0.07%	329

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Redpoint Investment Management's HRB Position: Q4 2019 in Review

Redpoint Investment Management sold out of H&R Block (HRB) in Q4 2019, closing a stake of 52,538 shares — an estimated $1.24M sold.

Redpoint Investment Management first reported a position in HRB in Q4 2017 and held it in 8 quarters. The position peaked at $2.75M in Q1 2018. 444 funds tracked by Wall St. Rank hold HRB as of Q4 2019.

Redpoint Investment Management reported no remaining H&R Block position as of Q4 2019 after selling out during the quarter.
Redpoint Investment Management sold 52,538 H&R Block shares in Q4 2019, an estimated $1.24M.
Redpoint Investment Management first reported a position in H&R Block in Q4 2017 and held it in 8 quarters.
Redpoint Investment Management's H&R Block position peaked at $2.75M in Q1 2018.
444 funds tracked by Wall St. Rank held H&R Block as of Q4 2019.

Based on Redpoint Investment Management's 13F filing for Q4 2019, filed 25 Feb 2020.