Anchor Investment Management’s H&R Block HRB Stock Holding History

Anchor Investment 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
2021 Q2	–	Sell	-2	Closed	-$47	–	969
2021 Q1	$44	Buy	+2	New	+$38	﹤0.01%	949
2020 Q3	–	Sell	-5,700	Closed	-$81.4K	–	919
2020 Q2	$81.4K	Hold	5,700	–	–	0.02%	374
2020 Q1	$80.3K	Hold	5,700	–	–	0.02%	363
2019 Q4	$134K	Hold	5,700	–	–	0.03%	336
2019 Q3	$135K	Hold	5,700	–	–	0.03%	336
2019 Q2	$167K	Hold	5,700	–	–	0.04%	308
2019 Q1	$136K	Hold	5,700	–	–	0.03%	329
2018 Q4	$145K	Hold	5,700	–	–	0.04%	315
2018 Q3	$147K	Hold	5,700	–	–	0.03%	333
2018 Q2	$130K	Hold	5,700	–	–	0.03%	356
2018 Q1	$145K	Buy	+5,700	New	+$150K	0.04%	337

Other funds holding HRB

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

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Anchor Investment Management's HRB Position: Q2 2021 in Review

Anchor Investment Management sold out of H&R Block (HRB) in Q2 2021, closing a stake of 2 shares — an estimated $47 sold.

Anchor Investment Management first reported a position in HRB in Q1 2018 and held it in 11 quarters. The position peaked at $167K in Q2 2019. 390 funds tracked by Wall St. Rank hold HRB as of Q2 2021.

Anchor Investment Management reported no remaining H&R Block position as of Q2 2021 after selling out during the quarter.
Anchor Investment Management sold 2 H&R Block shares in Q2 2021, an estimated $47.
Anchor Investment Management first reported a position in H&R Block in Q1 2018 and held it in 11 quarters.
Anchor Investment Management's H&R Block position peaked at $167K in Q2 2019.
390 funds tracked by Wall St. Rank held H&R Block as of Q2 2021.

Based on Anchor Investment Management's 13F filing for Q2 2021, filed 2 Jan 2024.