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Schwerin Boyle Capital Management’s H&R Block HRB Stock Holding History

Schwerin Boyle Capital 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
2019
Q1 		– Sell
-824,250
Closed -$20.9M – 57
2018
Q4 		$20.9M Sell
824,250
-30,850
-4% -$823K 2.63% 12
2018
Q3 		$22M Sell
855,100
-5,250
-0.6% -$133K 2.34% 14
2018
Q2 		$19.6M Hold
860,350
– – 2.15% 17
2018
Q1 		$21.9M Hold
860,350
– – 2.4% 15
2017
Q4 		$22.6M Sell
860,350
-3,300
-0.4% -$85.7K 2.46% 15
2017
Q3 		$22.9M Sell
863,650
-23,450
-3% -$681K 2.58% 15
2017
Q2 		$27.4M Hold
887,100
– – 3.22% 11
2017
Q1 		$20.6M Buy
887,100
+700
+0.1% +$15.7K 2.52% 15
2016
Q4 		$20.4M Sell
886,400
-4,400
-0.5% -$101K 2.52% 13
2016
Q3 		$20.6M Sell
890,800
-650
-0.1% -$15.2K 2.86% 12
2016
Q2 		$20.5M Buy
891,450
+827,250
+1,289% +$18.4M 2.94% 11
2016
Q1 		$1.7M Sell
64,200
-128,978
-67% -$4.05M 0.24% 56
2015
Q4 		$6.43M Hold
193,178
– – 0.89% 36
2015
Q3 		$6.99M Buy
193,178
+128,978
+201% +$4.37M 1% 34
2015
Q2 		$1.9M Sell
64,200
-1,000
-2% -$31.4K 0.25% 51
2015
Q1 		$2.09M Sell
65,200
-2,100
-3% -$70.3K 0.29% 48
2014
Q4 		$2.27M Sell
67,300
-2,000
-3% -$64.1K 0.31% 50
2014
Q3 		$2.15M Hold
69,300
– – 0.3% 49
2014
Q2 		$2.32M Sell
69,300
-2,200
-3% -$65.5K 0.34% 48
2014
Q1 		$2.16M Hold
71,500
– – 0.31% 50
2013
Q4 		$2.08M Sell
71,500
-2,200
-3% -$62.5K 0.29% 52
2013
Q3 		$1.97M Hold
73,700
– – 0.3% 57
2013
Q2 		$2.04M Buy
+73,700
New +$2.1M 0.33% 49

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Schwerin Boyle Capital Management's HRB Position: Q1 2019 in Review

Schwerin Boyle Capital Management sold out of H&R Block (HRB) in Q1 2019, closing a stake of 824,250 shares — an estimated $20.9M sold.

Schwerin Boyle Capital Management first reported a position in HRB in Q2 2013 and held it in 23 quarters. The position peaked at $27.4M in Q2 2017. 452 funds tracked by Wall St. Rank hold HRB as of Q1 2019.

  • Schwerin Boyle Capital Management reported no remaining H&R Block position as of Q1 2019 after selling out during the quarter.
  • Schwerin Boyle Capital Management sold 824,250 H&R Block shares in Q1 2019, an estimated $20.9M.
  • Schwerin Boyle Capital Management first reported a position in H&R Block in Q2 2013 and held it in 23 quarters.
  • Schwerin Boyle Capital Management's H&R Block position peaked at $27.4M in Q2 2017.
  • 452 funds tracked by Wall St. Rank held H&R Block as of Q1 2019.

Based on Schwerin Boyle Capital Management's 13F filing for Q1 2019, filed 13 May 2019.