Zurich Insurance Group’s H&R Block HRB Stock Holding History

Zurich Insurance Group’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
2017 Q4	–	Sell	-55,023	Closed	-$1.46M	–	594
2017 Q3	$1.46M	Buy	+55,023	New	+$1.6M	0.04%	444
2016 Q4	–	Sell	-31,243	Closed	-$723K	–	474
2016 Q3	$723K	Sell	31,243 -812	-3%	-$19K	0.02%	383
2016 Q2	$737K	Buy	32,055 +828	+3%	+$18.4K	0.03%	348
2016 Q1	$825K	Sell	31,227 -98,730	-76%	-$3.1M	0.03%	353
2015 Q4	$4.33M	Sell	129,957 -23,038	-15%	-$819K	0.16%	166
2015 Q3	$5.54M	Buy	+152,995	New	+$5.18M	0.2%	135

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Zurich Insurance Group's HRB Position: Q4 2017 in Review

Zurich Insurance Group sold out of H&R Block (HRB) in Q4 2017, closing a stake of 55,023 shares — an estimated $1.46M sold.

Zurich Insurance Group first reported a position in HRB in Q3 2015 and held it in 6 quarters. The position peaked at $5.54M in Q3 2015. 450 funds tracked by Wall St. Rank hold HRB as of Q4 2017.

Zurich Insurance Group reported no remaining H&R Block position as of Q4 2017 after selling out during the quarter.
Zurich Insurance Group sold 55,023 H&R Block shares in Q4 2017, an estimated $1.46M.
Zurich Insurance Group first reported a position in H&R Block in Q3 2015 and held it in 6 quarters.
Zurich Insurance Group's H&R Block position peaked at $5.54M in Q3 2015.
450 funds tracked by Wall St. Rank held H&R Block as of Q4 2017.

Based on Zurich Insurance Group's 13F filing for Q4 2017, filed 14 Feb 2018.