Tiverton Asset Management’s H&R Block HRB Stock Holding History

Tiverton Asset 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 Q3	$240K	Buy	10,171 +8,606	+550%	+$228K	0.01%	515
2019 Q2	$46K	Buy	+1,565	New	+$42.1K	﹤0.01%	668

Other funds holding HRB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Tiverton Asset Management's HRB Position: Q3 2019 in Review

Tiverton Asset Management increased its H&R Block (HRB) stake by 550% in Q3 2019, buying an estimated $228K and bringing the position to 10,171 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #515.

Tiverton Asset Management first reported a position in HRB in Q2 2019 and has held it in 2 quarters since. 434 funds tracked by Wall St. Rank hold HRB as of Q3 2019.

Tiverton Asset Management held 10,171 shares of H&R Block worth $240K as of Q3 2019.
Tiverton Asset Management bought 8,606 H&R Block shares in Q3 2019, an estimated $228K.
H&R Block made up 0.01% of Tiverton Asset Management's portfolio in Q3 2019, its #515 holding.
Tiverton Asset Management first reported a position in H&R Block in Q2 2019 and has held it in 2 quarters since.
434 funds tracked by Wall St. Rank held H&R Block as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.