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

Van Hulzen 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
2020 Q1	–	Sell	-8,710	Closed	-$205K	–	268
2019 Q4	$205K	Buy	+8,710	New	+$209K	0.04%	267

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Van Hulzen Asset Management's HRB Position: Q1 2020 in Review

Van Hulzen Asset Management sold out of H&R Block (HRB) in Q1 2020, closing a stake of 8,710 shares — an estimated $205K sold.

Van Hulzen Asset Management first reported a position in HRB in Q4 2019 and held it in 1 quarter. The position peaked at $205K in Q4 2019. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

Van Hulzen Asset Management reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
Van Hulzen Asset Management sold 8,710 H&R Block shares in Q1 2020, an estimated $205K.
Van Hulzen Asset Management first reported a position in H&R Block in Q4 2019 and held it in 1 quarter.
Van Hulzen Asset Management's H&R Block position peaked at $205K in Q4 2019.
385 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on Van Hulzen Asset Management's 13F filing for Q1 2020, filed 14 May 2020.