RIG
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RiverFront Investment Group’s H&R Block HRB Stock Holding History

RiverFront Investment 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
2020
Q4 		– Sell
-11,176
Closed -$182K – 116
2020
Q3 		$182K Buy
+11,176
New +$164K ﹤0.01% 59

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RiverFront Investment Group's HRB Position: Q4 2020 in Review

RiverFront Investment Group sold out of H&R Block (HRB) in Q4 2020, closing a stake of 11,176 shares — an estimated $182K sold.

RiverFront Investment Group first reported a position in HRB in Q3 2020 and held it in 1 quarter. The position peaked at $182K in Q3 2020. 369 funds tracked by Wall St. Rank hold HRB as of Q4 2020.

  • RiverFront Investment Group reported no remaining H&R Block position as of Q4 2020 after selling out during the quarter.
  • RiverFront Investment Group sold 11,176 H&R Block shares in Q4 2020, an estimated $182K.
  • RiverFront Investment Group first reported a position in H&R Block in Q3 2020 and held it in 1 quarter.
  • RiverFront Investment Group's H&R Block position peaked at $182K in Q3 2020.
  • 369 funds tracked by Wall St. Rank held H&R Block as of Q4 2020.

Based on RiverFront Investment Group's 13F filing for Q4 2020, filed 3 Feb 2021.