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

Wolverine 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	-4,227	Closed	-$99K	–	1545
2019 Q4	$99K	Buy	4,227 +1,230	+41%	+$29.5K	﹤0.01%	1096
2019 Q3	$70K	Buy	+2,997	New	+$79.3K	﹤0.01%	1167
2018 Q3	–	Sell	-86,200	Closed	-$1.96M	–	1552
2018 Q2	$1.96M	Buy	+86,200	New	+$2.29M	0.03%	543
2017 Q4	–	Sell	-105,000	Closed	-$2.73M	–	1515
2017 Q3	$2.78M	Buy	+105,000	New	+$3.05M	0.03%	399
2017 Q2	–	Sell	-112,698	Closed	-$2.96M	–	1343
2017 Q1	$2.62M	Buy	112,698 +30,898	+38%	+$691K	0.04%	334
2016 Q4	$1.88M	Buy	+81,800	New	+$1.87M	0.02%	417
2014 Q1	–	Sell	-9,520	Closed	-$276K	–	2597
2013 Q4	$276K	Buy	9,520 +420	+5%	+$11.9K	0.01%	1018
2013 Q3	$242K	Sell	9,100 -2,000	-18%	-$58.2K	0.01%	1077
2013 Q2	$308K	Buy	+11,100	New	+$317K	0.01%	934

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Wolverine Asset Management's HRB Position: Q1 2020 in Review

Wolverine Asset Management sold out of H&R Block (HRB) in Q1 2020, closing a stake of 4,227 shares — an estimated $99K sold.

Wolverine Asset Management first reported a position in HRB in Q2 2013 and held it in 9 quarters. The position peaked at $2.78M in Q3 2017. 385 funds tracked by Wall St. Rank hold HRB as of Q1 2020.

Wolverine Asset Management reported no remaining H&R Block position as of Q1 2020 after selling out during the quarter.
Wolverine Asset Management sold 4,227 H&R Block shares in Q1 2020, an estimated $99K.
Wolverine Asset Management first reported a position in H&R Block in Q2 2013 and held it in 9 quarters.
Wolverine Asset Management's H&R Block position peaked at $2.78M in Q3 2017.
385 funds tracked by Wall St. Rank held H&R Block as of Q1 2020.

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