Royal Fund Management’s H&R Block HRB Stock Holding History

Royal Fund 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 Q2	–	Sell	-1,000	Closed	-$14K	–	322
2020 Q1	$14K	Hold	1,000	–	–	0.01%	338
2019 Q4	$23K	Hold	1,000	–	–	0.01%	320
2019 Q3	$23K	Hold	1,000	–	–	0.01%	305
2019 Q2	$29K	Hold	1,000	–	–	0.01%	272
2019 Q1	$23K	Hold	1,000	–	–	0.01%	282
2018 Q4	$25K	Hold	1,000	–	–	0.01%	237
2018 Q3	$25K	Hold	1,000	–	–	0.01%	253
2018 Q2	$22K	Hold	1,000	–	–	0.01%	274
2018 Q1	$25K	Hold	1,000	–	–	0.01%	260
2017 Q4	$26K	Hold	1,000	–	–	0.01%	262
2017 Q3	$26K	Hold	1,000	–	–	0.01%	219
2017 Q2	$30K	Hold	1,000	–	–	0.01%	188
2017 Q1	$23K	Hold	1,000	–	–	0.01%	204
2016 Q4	$22K	Buy	+1,000	New	+$22.9K	0.01%	193

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

Royal Fund Management's HRB Position: Q2 2020 in Review

Royal Fund Management sold out of H&R Block (HRB) in Q2 2020, closing a stake of 1,000 shares — an estimated $14K sold.

Royal Fund Management first reported a position in HRB in Q4 2016 and held it in 14 quarters. The position peaked at $30K in Q2 2017. 383 funds tracked by Wall St. Rank hold HRB as of Q2 2020.

Royal Fund Management reported no remaining H&R Block position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 1,000 H&R Block shares in Q2 2020, an estimated $14K.
Royal Fund Management first reported a position in H&R Block in Q4 2016 and held it in 14 quarters.
Royal Fund Management's H&R Block position peaked at $30K in Q2 2017.
383 funds tracked by Wall St. Rank held H&R Block as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.