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Seeyond’s H&R Block HRB Stock Holding History

Seeyond’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
Q1 		– Sell
-236,096
Closed -$5.54M – 625
2019
Q4 		$5.54M Sell
236,096
-16,913
-7% -$406K 0.58% 27
2019
Q3 		$5.98M Buy
253,009
+191,270
+310% +$5.06M 0.62% 23
2019
Q2 		$1.81M Sell
61,739
-96,895
-61% -$2.6M 0.19% 191
2019
Q1 		$3.8M Buy
158,634
+41,149
+35% +$1.01M 0.36% 50
2018
Q4 		$2.98M Buy
+117,485
New +$3.14M 0.41% 34

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
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Seeyond's HRB Position: Q1 2020 in Review

Seeyond sold out of H&R Block (HRB) in Q1 2020, closing a stake of 236,096 shares — an estimated $5.54M sold.

Seeyond first reported a position in HRB in Q4 2018 and held it in 5 quarters. The position peaked at $5.98M in Q3 2019. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

  • Seeyond reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
  • Seeyond sold 236,096 H&R Block shares in Q1 2020, an estimated $5.54M.
  • Seeyond first reported a position in H&R Block in Q4 2018 and held it in 5 quarters.
  • Seeyond's H&R Block position peaked at $5.98M in Q3 2019.
  • 385 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on Seeyond's 13F filing for Q1 2020, filed 14 May 2020.