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Synovus Financial’s H&R Block HRB Stock Holding History

Synovus 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
-1,000
Closed -$14K – 1008
2020
Q2 		$14K Sell
1,000
-318
-24% -$5.03K ﹤0.01% 1157
2020
Q1 		$18K Buy
+1,318
New +$27.6K ﹤0.01% 1398
2017
Q2 		– Sell
-23
Closed -$1K – 937
2017
Q1 		$1K Hold
23
– – ﹤0.01% 1076
2016
Q4 		$1K Buy
+23
New +$526 ﹤0.01% 1038

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

Synovus Financial's HRB Position: Q3 2020 in Review

Synovus Financial sold out of H&R Block (HRB) in Q3 2020, closing a stake of 1,000 shares — an estimated $14K sold.

Synovus Financial first reported a position in HRB in Q4 2016 and held it in 4 quarters. The position peaked at $18K in Q1 2020. 376 funds tracked by Wall St. Rank hold HRB as of Q3 2020.

  • Synovus Financial reported no remaining H&R Block position as of Q3 2020 after selling out during the quarter.
  • Synovus Financial sold 1,000 H&R Block shares in Q3 2020, an estimated $14K.
  • Synovus Financial first reported a position in H&R Block in Q4 2016 and held it in 4 quarters.
  • Synovus Financial's H&R Block position peaked at $18K in Q1 2020.
  • 376 funds tracked by Wall St. Rank held H&R Block as of Q3 2020.

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