SP
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Symmetry Partners’s H&R Block HRB Stock Holding History

Symmetry Partners’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
-10,611
Closed -$251K – 346
2019
Q3 		$251K Buy
10,611
+788
+8% +$20.9K 0.05% 279
2019
Q2 		$288K Hold
9,823
– – 0.06% 256
2019
Q1 		$235K Buy
9,823
+3,836
+64% +$94.3K 0.04% 283
2018
Q4 		$152K Buy
+5,987
New +$160K 0.04% 294

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Symmetry Partners's HRB Position: Q4 2019 in Review

Symmetry Partners sold out of H&R Block (HRB) in Q4 2019, closing a stake of 10,611 shares — an estimated $251K sold.

Symmetry Partners first reported a position in HRB in Q4 2018 and held it in 4 quarters. The position peaked at $288K in Q2 2019. 444 funds tracked by Wall St. Rank hold HRB as of Q4 2019.

  • Symmetry Partners reported no remaining H&R Block position as of Q4 2019 after selling out during the quarter.
  • Symmetry Partners sold 10,611 H&R Block shares in Q4 2019, an estimated $251K.
  • Symmetry Partners first reported a position in H&R Block in Q4 2018 and held it in 4 quarters.
  • Symmetry Partners's H&R Block position peaked at $288K in Q2 2019.
  • 444 funds tracked by Wall St. Rank held H&R Block as of Q4 2019.

Based on Symmetry Partners's 13F filing for Q4 2019, filed 12 Feb 2020.