Aperio Group’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.7M | Sell |
107,028
-2,531
| -2% | -$43.7K | 0.01% | 1317 |
|
|
2020
Q3 | $1.78M | Sell |
109,559
-3,879
| -3% | -$57K | 0.01% | 1170 |
|
|
2020
Q2 | $1.62M | Sell |
113,438
-43,716
| -28% | -$691K | 0.01% | 1197 |
|
|
2020
Q1 | $2.21M | Buy |
157,154
+95,565
| +155% | +$2M | 0.01% | 984 |
|
|
2019
Q4 | $1.45M | Sell |
61,589
-27,327
| -31% | -$656K | 0.01% | 1247 |
|
|
2019
Q3 | $2.1M | Sell |
88,916
-45,963
| -34% | -$1.22M | 0.01% | 1035 |
|
|
2019
Q2 | $3.95M | Buy |
134,879
+15,819
| +13% | +$425K | 0.02% | 796 |
|
|
2019
Q1 | $2.85M | Sell |
119,060
-37,245
| -24% | -$916K | 0.01% | 897 |
|
|
2018
Q4 | $3.97M | Buy |
156,305
+84,854
| +119% | +$2.27M | 0.02% | 726 |
|
|
2018
Q3 | $1.84M | Sell |
71,451
-7,329
| -9% | -$186K | 0.01% | 1096 |
|
|
2018
Q2 | $1.79M | Sell |
78,780
-10,890
| -12% | -$289K | 0.01% | 1078 |
|
|
2018
Q1 | $2.28M | Sell |
89,670
-1,712
| -2% | -$45K | 0.01% | 940 |
|
|
2017
Q4 | $2.4M | Buy |
91,382
+5,379
| +6% | +$140K | 0.01% | 927 |
|
|
2017
Q3 | $2.28M | Buy |
86,003
+11,393
| +15% | +$331K | 0.01% | 888 |
|
|
2017
Q2 | $2.31M | Buy |
74,610
+3,763
| +5% | +$98.8K | 0.01% | 858 |
|
|
2017
Q1 | $1.65M | Buy |
70,847
+3,393
| +5% | +$75.9K | 0.01% | 935 |
|
|
2016
Q4 | $1.55M | Sell |
67,454
-4,250
| -6% | -$97.2K | 0.01% | 924 |
|
|
2016
Q3 | $1.66M | Buy |
71,704
+2,433
| +4% | +$56.9K | 0.01% | 909 |
|
|
2016
Q2 | $1.59M | Buy |
69,271
+8,470
| +14% | +$188K | 0.01% | 899 |
|
|
2016
Q1 | $1.61M | Sell |
60,801
-1,017
| -2% | -$31.9K | 0.01% | 861 |
|
|
2015
Q4 | $2.06M | Buy |
61,818
+309
| +0.5% | +$11K | 0.02% | 743 |
|
|
2015
Q3 | $2.23M | Buy |
61,509
+5,566
| +10% | +$188K | 0.02% | 694 |
|
|
2015
Q2 | $1.66M | Buy |
55,943
+689
| +1% | +$21.6K | 0.02% | 785 |
|
|
2015
Q1 | $1.77M | Buy |
55,254
+2,237
| +4% | +$74.9K | 0.02% | 731 |
|
|
2014
Q4 | $1.79M | Buy |
53,017
+57
| +0.1% | +$1.83K | 0.02% | 688 |
|
|
2014
Q3 | $1.64M | Buy |
52,960
+28
| +0.1% | +$913 | 0.02% | 666 |
|
|
2014
Q2 | $1.77M | Buy |
52,932
+857
| +2% | +$25.5K | 0.03% | 626 |
|
|
2014
Q1 | $1.57M | Buy |
+52,075
| New | +$1.56M | 0.02% | 791 |
|
|
2013
Q4 | – | Sell |
-51,252
| Closed | -$1.46M | – | 779 |
|
|
2013
Q3 | $1.37M | Buy |
51,252
+1,717
| +3% | +$50K | 0.03% | 725 |
|
|
2013
Q2 | $1.38M | Buy |
+49,535
| New | +$1.41M | 0.03% | 635 |
|
Other funds holding HRB
JAM
Aperio Group's HRB Position: Q4 2020 in Review
Aperio Group reduced its H&R Block (HRB) stake by 2.3% in Q4 2020, selling an estimated $43.7K and leaving 107,028 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #1317.
Aperio Group first reported a position in HRB in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.97M in Q4 2018. 370 funds tracked by Wall St. Rank hold HRB as of Q4 2020.
- Aperio Group held 107,028 shares of H&R Block worth $1.7M as of Q4 2020.
- Aperio Group sold 2,531 H&R Block shares in Q4 2020, an estimated $43.7K.
- H&R Block made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1317 holding.
- Aperio Group first reported a position in H&R Block in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's H&R Block position peaked at $3.97M in Q4 2018.
- 370 funds tracked by Wall St. Rank held H&R Block as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.