Richard Pzena’s H&R Block HRB Stock Holding History

Richard Pzena’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	-35,906	Closed	-$843K	–	176
2019 Q4	$843K	Buy	35,906 +8,252	+30%	+$198K	﹤0.01%	156
2019 Q3	$653K	Buy	27,654 +15,756	+132%	+$417K	﹤0.01%	159
2019 Q2	$349K	Buy	11,898 +2,363	+25%	+$63.5K	﹤0.01%	165
2019 Q1	$228K	Buy	9,535 +1,664	+21%	+$40.9K	﹤0.01%	168
2018 Q4	$200K	Buy	+7,871	New	+$210K	﹤0.01%	179

Other funds holding HRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Richard Pzena's HRB Position: Q1 2020 in Review

Richard Pzena sold out of H&R Block (HRB) in Q1 2020, closing a stake of 35,906 shares — an estimated $843K sold.

Richard Pzena first reported a position in HRB in Q4 2018 and held it in 5 quarters. The position peaked at $843K in Q4 2019. 386 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

Richard Pzena reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
Richard Pzena sold 35,906 H&R Block shares in Q1 2020, an estimated $843K.
Richard Pzena first reported a position in H&R Block in Q4 2018 and held it in 5 quarters.
Richard Pzena's H&R Block position peaked at $843K in Q4 2019.
386 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on Pzena Investment Management's 13F filing for Q1 2020, filed 1 May 2020.