Trust Company of Vermont’s H&R Block HRB Stock Holding History

Trust Company of Vermont’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 Q1	–	Sell	-112	Closed	-$3K	–	995
2018 Q4	$3K	Sell	112 -106	-49%	-$2.83K	﹤0.01%	889
2018 Q3	$6K	Hold	218	–	–	﹤0.01%	891
2018 Q2	$5K	Buy	+218	New	+$5.79K	﹤0.01%	941
2016 Q3	–	Sell	-50	Closed	-$1K	–	844
2016 Q2	$1K	Hold	50	–	–	﹤0.01%	828
2016 Q1	$1K	Hold	50	–	–	﹤0.01%	723
2015 Q4	$2K	Buy	+50	New	+$1.78K	﹤0.01%	740

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

AAMU

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

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trust Company of Vermont's HRB Position: Q1 2019 in Review

Trust Company of Vermont sold out of H&R Block (HRB) in Q1 2019, closing a stake of 112 shares — an estimated $3K sold.

Trust Company of Vermont first reported a position in HRB in Q4 2015 and held it in 6 quarters. The position peaked at $6K in Q3 2018. 452 funds tracked by Wall St. Rank hold HRB as of Q1 2019.

Trust Company of Vermont reported no remaining H&R Block position as of Q1 2019 after selling out during the quarter.
Trust Company of Vermont sold 112 H&R Block shares in Q1 2019, an estimated $3K.
Trust Company of Vermont first reported a position in H&R Block in Q4 2015 and held it in 6 quarters.
Trust Company of Vermont's H&R Block position peaked at $6K in Q3 2018.
452 funds tracked by Wall St. Rank held H&R Block as of Q1 2019.

Based on Trust Company of Vermont's 13F filing for Q1 2019, filed 1 May 2019.