Athanor Capital’s H&R Block HRB Stock Holding History

Athanor Capital’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 Q1	–	Sell	-46,667	Closed	-$740K	–	920
2020 Q4	$740K	Buy	+46,667	New	+$806K	0.02%	383

Other funds holding HRB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Athanor Capital's HRB Position: Q1 2021 in Review

Athanor Capital sold out of H&R Block (HRB) in Q1 2021, closing a stake of 46,667 shares — an estimated $740K sold.

Athanor Capital first reported a position in HRB in Q4 2020 and held it in 1 quarter. The position peaked at $740K in Q4 2020. 377 funds tracked by Wall St. Rank hold HRB as of Q1 2021.

Athanor Capital reported no remaining H&R Block position as of Q1 2021 after selling out during the quarter.
Athanor Capital sold 46,667 H&R Block shares in Q1 2021, an estimated $740K.
Athanor Capital first reported a position in H&R Block in Q4 2020 and held it in 1 quarter.
Athanor Capital's H&R Block position peaked at $740K in Q4 2020.
377 funds tracked by Wall St. Rank held H&R Block as of Q1 2021.

Based on Athanor Capital's 13F filing for Q1 2021, filed 14 May 2021.