Aberdeen Group
HRB icon

Aberdeen Group’s H&R Block HRB Stock Holding History

Aberdeen 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
2022
Q1 		– Sell
-21,021
Closed -$495K – 1010
2021
Q4 		$495K Sell
21,021
-899
-4% -$21.8K ﹤0.01% 964
2021
Q3 		$553K Sell
21,920
-3,349
-13% -$83.4K ﹤0.01% 952
2021
Q2 		$593K Sell
25,269
-263
-1% -$6.23K ﹤0.01% 924
2021
Q1 		$557K Buy
25,532
+173
+0.7% +$3.27K ﹤0.01% 906
2020
Q4 		$402K Sell
25,359
-318
-1% -$5.49K ﹤0.01% 902
2020
Q3 		$418K Sell
25,677
-65,402
-72% -$961K ﹤0.01% 866
2020
Q2 		$1.3M Sell
91,079
-70,370
-44% -$1.11M ﹤0.01% 757
2020
Q1 		$2.27M Buy
161,449
+13,730
+9% +$288K 0.01% 653
2019
Q4 		$3.47M Sell
147,719
-64,372
-30% -$1.55M 0.01% 654
2019
Q3 		$5.01M Sell
212,091
-292,112
-58% -$7.73M 0.01% 593
2019
Q2 		$14.8M Sell
504,203
-22,786
-4% -$612K 0.03% 429
2019
Q1 		$12.6M Sell
526,989
-95,751
-15% -$2.35M 0.03% 454
2018
Q4 		$15.6M Sell
622,740
-1,727
-0.3% -$46.1K 0.04% 379
2018
Q3 		$16.1M Buy
624,467
+4,726
+0.8% +$120K 0.03% 419
2018
Q2 		$14.1M Sell
619,741
-10,264
-2% -$272K 0.03% 431
2018
Q1 		$16M Buy
630,005
+26,841
+4% +$706K 0.03% 381
2017
Q4 		$15.8M Sell
603,164
-37,979
-6% -$986K 0.03% 392
2017
Q3 		$17M Buy
+641,143
New +$18.6M 0.03% 371

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JAM
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Fidelity Investments
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State Street
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return