SLF
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Sun Life Financial’s H&R Block HRB Stock Holding History

Sun Life Financial’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
Q3 		– Sell
-20,478
Closed -$292K – 516
2020
Q2 		$292K Buy
20,478
+285
+1% +$4.5K 0.06% 105
2020
Q1 		$284K Buy
+20,193
New +$423K 0.07% 94
2017
Q2 		– Sell
-3
Closed -$111 – 579
2017
Q1 		$111 Hold
3
– – ﹤0.01% 378
2016
Q4 		$117 Buy
+3
New +$69 ﹤0.01% 329

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sun Life Financial's HRB Position: Q3 2020 in Review

Sun Life Financial sold out of H&R Block (HRB) in Q3 2020, closing a stake of 20,478 shares — an estimated $292K sold.

Sun Life Financial first reported a position in HRB in Q4 2016 and held it in 4 quarters. The position peaked at $292K in Q2 2020. 376 funds tracked by Wall St. Rank hold HRB as of Q3 2020.

  • Sun Life Financial reported no remaining H&R Block position as of Q3 2020 after selling out during the quarter.
  • Sun Life Financial sold 20,478 H&R Block shares in Q3 2020, an estimated $292K.
  • Sun Life Financial first reported a position in H&R Block in Q4 2016 and held it in 4 quarters.
  • Sun Life Financial's H&R Block position peaked at $292K in Q2 2020.
  • 376 funds tracked by Wall St. Rank held H&R Block as of Q3 2020.

Based on Sun Life Financial's 13F filing for Q3 2020, filed 9 Nov 2020.