WorldQuant Millennium Advisors
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WorldQuant Millennium Advisors’s H&R Block HRB Stock Holding History

WorldQuant Millennium Advisors’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
Q2 		– Sell
-79,620
Closed -$1.91M – 309
2019
Q1 		$1.91M Sell
79,620
-222,496
-74% -$5.47M 0.05% 224
2018
Q4 		$7.67M Sell
302,116
-37,966
-11% -$1.01M 0.23% 141
2018
Q3 		$8.76M Buy
+340,082
New +$8.63M 0.29% 123

Other funds holding HRB

AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WorldQuant Millennium Advisors's HRB Position: Q2 2019 in Review

WorldQuant Millennium Advisors sold out of H&R Block (HRB) in Q2 2019, closing a stake of 79,620 shares — an estimated $1.91M sold.

WorldQuant Millennium Advisors first reported a position in HRB in Q3 2018 and held it in 3 quarters. The position peaked at $8.76M in Q3 2018. 454 funds tracked by Wall St. Rank hold HRB as of Q2 2019.

  • WorldQuant Millennium Advisors reported no remaining H&R Block position as of Q2 2019 after selling out during the quarter.
  • WorldQuant Millennium Advisors sold 79,620 H&R Block shares in Q2 2019, an estimated $1.91M.
  • WorldQuant Millennium Advisors first reported a position in H&R Block in Q3 2018 and held it in 3 quarters.
  • WorldQuant Millennium Advisors's H&R Block position peaked at $8.76M in Q3 2018.
  • 454 funds tracked by Wall St. Rank held H&R Block as of Q2 2019.

Based on WorldQuant Millennium Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.