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Verus Capital Partners’s H&R Block HRB Stock Holding History

Verus Capital 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
2020
Q1 		$32K Sell
2,285
-1,050
-31% -$22K 0.01% 634
2019
Q4 		$78K Buy
+3,335
New +$80.1K 0.03% 452

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Verus Capital Partners's HRB Position: Q1 2020 in Review

Verus Capital Partners reduced its H&R Block (HRB) stake by 31% in Q1 2020, selling an estimated $22K and leaving 2,285 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #634.

Verus Capital Partners first reported a position in HRB in Q4 2019 and has held it in 2 quarters since. The position peaked at $78K in Q4 2019. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

  • Verus Capital Partners held 2,285 shares of H&R Block worth $32K as of Q1 2020.
  • Verus Capital Partners sold 1,050 H&R Block shares in Q1 2020, an estimated $22K.
  • H&R Block made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #634 holding.
  • Verus Capital Partners first reported a position in H&R Block in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's H&R Block position peaked at $78K in Q4 2019.
  • 385 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.