Sunflower Bank Wealth Management’s H&R Block HRB Stock Holding History

Sunflower Bank Wealth 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 Q4	–	Sell	-12,410	Closed	-$293K	–	134
2019 Q3	$293K	Hold	12,410	–	–	0.09%	117
2019 Q2	$363K	Hold	12,410	–	–	0.12%	102
2019 Q1	$297K	Sell	12,410 -17,997	-59%	-$442K	0.09%	113
2018 Q4	$771K	Buy	30,407 +4,055	+15%	+$108K	0.25%	61
2018 Q3	$679K	Hold	26,352	–	–	0.19%	78
2018 Q2	$600K	Buy	+26,352	New	+$699K	0.18%	85

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

Sunflower Bank Wealth Management's HRB Position: Q4 2019 in Review

Sunflower Bank Wealth Management sold out of H&R Block (HRB) in Q4 2019, closing a stake of 12,410 shares — an estimated $293K sold.

Sunflower Bank Wealth Management first reported a position in HRB in Q2 2018 and held it in 6 quarters. The position peaked at $771K in Q4 2018. 444 funds tracked by Wall St. Rank hold HRB as of Q4 2019.

Sunflower Bank Wealth Management reported no remaining H&R Block position as of Q4 2019 after selling out during the quarter.
Sunflower Bank Wealth Management sold 12,410 H&R Block shares in Q4 2019, an estimated $293K.
Sunflower Bank Wealth Management first reported a position in H&R Block in Q2 2018 and held it in 6 quarters.
Sunflower Bank Wealth Management's H&R Block position peaked at $771K in Q4 2018.
444 funds tracked by Wall St. Rank held H&R Block as of Q4 2019.

Based on Sunflower Bank Wealth Management's 13F filing for Q4 2019, filed 6 Feb 2020.