Rehmann Capital Advisory Group’s H&R Block HRB Stock Holding History

Rehmann Capital Advisory Group’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 Q3	$5.31K	Buy	224 +2	+0.9%	+$53	﹤0.01%	1204
2019 Q2	$6.53K	Buy	222 +2	+0.9%	+$54	﹤0.01%	1476
2019 Q1	$5.28K	Buy	220 +2	+0.9%	+$49	﹤0.01%	1520
2018 Q4	$5.54K	Buy	218 +2	+0.9%	+$53	﹤0.01%	1228
2018 Q3	$5.57K	Buy	216 +2	+0.9%	+$51	﹤0.01%	1538
2018 Q2	$4.87K	Buy	214 +2	+0.9%	+$53	﹤0.01%	1551
2018 Q1	$5K	Buy	+212	New	+$5.58K	﹤0.01%	1516

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

JAM

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

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

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

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

AAMU

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

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

Rehmann Capital Advisory Group's HRB Position: Q3 2019 in Review

Rehmann Capital Advisory Group increased its H&R Block (HRB) stake by 0.9% in Q3 2019, buying an estimated $53 and bringing the position to 224 shares worth $5.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Rehmann Capital Advisory Group first reported a position in HRB in Q1 2018 and has held it in 7 quarters since. The position peaked at $6.53K in Q2 2019. 433 funds tracked by Wall St. Rank hold HRB as of Q3 2019.

Rehmann Capital Advisory Group held 224 shares of H&R Block worth $5.31K as of Q3 2019.
Rehmann Capital Advisory Group bought 2 H&R Block shares in Q3 2019, an estimated $53.
H&R Block made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #1204 holding.
Rehmann Capital Advisory Group first reported a position in H&R Block in Q1 2018 and has held it in 7 quarters since.
Rehmann Capital Advisory Group's H&R Block position peaked at $6.53K in Q2 2019.
433 funds tracked by Wall St. Rank held H&R Block as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.