San Francisco Sentry Investment Group’s H&R Block HRB Stock Holding History

San Francisco Sentry 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 Q2	–	Sell	-43	Closed	-$1K	–	752
2020 Q1	$1K	Buy	+43	New	+$901	﹤0.01%	762
2019 Q4	–	Sell	-27	Closed	-$1K	–	922
2019 Q3	$1K	Hold	27	–	–	﹤0.01%	828
2019 Q2	$1K	Buy	+27	New	+$726	﹤0.01%	831
2019 Q1	–	Sell	-51	Closed	-$1K	–	991
2018 Q4	$1K	Buy	+51	New	+$1.36K	﹤0.01%	861

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

San Francisco Sentry Investment Group's HRB Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of H&R Block (HRB) in Q2 2020, closing a stake of 43 shares — an estimated $1K sold.

San Francisco Sentry Investment Group first reported a position in HRB in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q1 2020. 383 funds tracked by Wall St. Rank hold HRB as of Q2 2020.

San Francisco Sentry Investment Group reported no remaining H&R Block position as of Q2 2020 after selling out during the quarter.
San Francisco Sentry Investment Group sold 43 H&R Block shares in Q2 2020, an estimated $1K.
San Francisco Sentry Investment Group first reported a position in H&R Block in Q4 2018 and held it in 4 quarters.
San Francisco Sentry Investment Group's H&R Block position peaked at $1K in Q1 2020.
383 funds tracked by Wall St. Rank held H&R Block as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.