Sargent Bickham Lagudis’s H&R Block HRB Stock Holding History

Sargent Bickham Lagudis’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 Q4	–	Sell	-124	Closed	-$2.98K	–	859
2019 Q3	$3K	Buy	124 +1	+0.8%	+$26	﹤0.01%	657
2019 Q2	$4K	Buy	123 +1	+0.8%	+$27	﹤0.01%	676
2019 Q1	$3K	Buy	122 +2	+2%	+$49	﹤0.01%	729
2018 Q4	$3K	Buy	120 +1	+0.8%	+$27	﹤0.01%	698
2018 Q3	$3K	Buy	119 +1	+0.8%	+$25	﹤0.01%	718
2018 Q2	$3K	Buy	118 +1	+0.9%	+$27	﹤0.01%	700
2018 Q1	$3K	Buy	117 +1	+0.9%	+$26	﹤0.01%	702
2017 Q4	$3K	Buy	116 +1	+0.9%	+$26	﹤0.01%	728
2017 Q3	$3K	Buy	115 +1	+0.9%	+$29	﹤0.01%	733
2017 Q2	$4K	Buy	114 +1	+0.9%	+$26	﹤0.01%	670
2017 Q1	$3K	Buy	+113	New	+$2.53K	﹤0.01%	682

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sargent Bickham Lagudis's HRB Position: Q4 2019 in Review

Sargent Bickham Lagudis sold out of H&R Block (HRB) in Q4 2019, closing a stake of 124 shares — an estimated $2.98K sold.

Sargent Bickham Lagudis first reported a position in HRB in Q1 2017 and held it in 11 quarters. The position peaked at $4K in Q2 2019. 444 funds tracked by Wall St. Rank hold HRB as of Q4 2019.

Sargent Bickham Lagudis reported no remaining H&R Block position as of Q4 2019 after selling out during the quarter.
Sargent Bickham Lagudis sold 124 H&R Block shares in Q4 2019, an estimated $2.98K.
Sargent Bickham Lagudis first reported a position in H&R Block in Q1 2017 and held it in 11 quarters.
Sargent Bickham Lagudis's H&R Block position peaked at $4K in Q2 2019.
444 funds tracked by Wall St. Rank held H&R Block as of Q4 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2019, filed 14 Sep 2021.