ZCM
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Zebra Capital Management’s H&R Block HRB Stock Holding History

Zebra Capital 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
2019
Q1 		– Sell
-17,142
Closed -$435K – 450
2018
Q4 		$435K Sell
17,142
-2,360
-12% -$63K 0.27% 147
2018
Q3 		$502K Buy
+19,502
New +$495K 0.23% 198

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 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

Zebra Capital Management's HRB Position: Q1 2019 in Review

Zebra Capital Management sold out of H&R Block (HRB) in Q1 2019, closing a stake of 17,142 shares — an estimated $435K sold.

Zebra Capital Management first reported a position in HRB in Q3 2018 and held it in 2 quarters. The position peaked at $502K in Q3 2018. 451 funds tracked by Wall St. Rank hold HRB as of Q1 2019.

  • Zebra Capital Management reported no remaining H&R Block position as of Q1 2019 after selling out during the quarter.
  • Zebra Capital Management sold 17,142 H&R Block shares in Q1 2019, an estimated $435K.
  • Zebra Capital Management first reported a position in H&R Block in Q3 2018 and held it in 2 quarters.
  • Zebra Capital Management's H&R Block position peaked at $502K in Q3 2018.
  • 451 funds tracked by Wall St. Rank held H&R Block as of Q1 2019.

Based on Zebra Capital Management's 13F filing for Q1 2019, filed 15 May 2019.