WRF
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Waddell & Reed Financial’s H&R Block HRB Stock Holding History

Waddell & Reed 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
2018
Q3 		– Sell
-110,000
Closed -$2.51M – 555
2018
Q2 		$2.51M Buy
110,000
+95,282
+647% +$2.53M 0.01% 513
2018
Q1 		$374K Buy
14,718
+4,018
+38% +$106K ﹤0.01% 531
2017
Q4 		$281K Buy
+10,700
New +$278K ﹤0.01% 526

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
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Waddell & Reed Financial's HRB Position: Q3 2018 in Review

Waddell & Reed Financial sold out of H&R Block (HRB) in Q3 2018, closing a stake of 110,000 shares — an estimated $2.51M sold.

Waddell & Reed Financial first reported a position in HRB in Q4 2017 and held it in 3 quarters. The position peaked at $2.51M in Q2 2018. 438 funds tracked by Wall St. Rank hold HRB as of Q3 2018.

  • Waddell & Reed Financial reported no remaining H&R Block position as of Q3 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 110,000 H&R Block shares in Q3 2018, an estimated $2.51M.
  • Waddell & Reed Financial first reported a position in H&R Block in Q4 2017 and held it in 3 quarters.
  • Waddell & Reed Financial's H&R Block position peaked at $2.51M in Q2 2018.
  • 438 funds tracked by Wall St. Rank held H&R Block as of Q3 2018.

Based on Waddell & Reed Financial's 13F filing for Q3 2018, filed 14 Nov 2018.