Scout Investments’s H&R Block HRB Stock Holding History

Scout Investments’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	-663,071	Closed	-$16.8M	–	287
2018 Q4	$16.8M	Sell	663,071 -226,331	-25%	-$6.04M	0.42%	83
2018 Q3	$22.9M	Sell	889,402 -525,563	-37%	-$13.3M	0.47%	81
2018 Q2	$32.2M	Buy	1,414,965 +591,662	+72%	+$15.7M	0.73%	29
2018 Q1	$20.9M	Buy	823,303 +24,809	+3%	+$653K	0.5%	63
2017 Q4	$20.9M	Buy	+798,494	New	+$20.7M	0.52%	72

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

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Scout Investments's HRB Position: Q1 2019 in Review

Scout Investments sold out of H&R Block (HRB) in Q1 2019, closing a stake of 663,071 shares — an estimated $16.8M sold.

Scout Investments first reported a position in HRB in Q4 2017 and held it in 5 quarters. The position peaked at $32.2M in Q2 2018. 451 funds tracked by Wall St. Rank hold HRB as of Q1 2019.

Scout Investments reported no remaining H&R Block position as of Q1 2019 after selling out during the quarter.
Scout Investments sold 663,071 H&R Block shares in Q1 2019, an estimated $16.8M.
Scout Investments first reported a position in H&R Block in Q4 2017 and held it in 5 quarters.
Scout Investments's H&R Block position peaked at $32.2M in Q2 2018.
451 funds tracked by Wall St. Rank held H&R Block as of Q1 2019.

Based on Scout Investments's 13F filing for Q1 2019, filed 12 Apr 2019.