Berman Capital Advisors’s H&R Block HRB Stock Holding History

Berman Capital Advisors’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 Q3	$10K	Hold	412	–	–	﹤0.01%	1186
2021 Q2	$9K	Hold	412	–	–	﹤0.01%	1161
2021 Q1	$8K	Hold	412	–	–	﹤0.01%	1103
2020 Q4	$6K	Sell	412 -83	-17%	-$1.43K	﹤0.01%	1087
2020 Q3	$8K	Buy	495 +278	+128%	+$4.09K	﹤0.01%	871
2020 Q2	$3K	Buy	+217	New	+$3.43K	﹤0.01%	1142
2020 Q1	–	Sell	-7	Closed	–	–	1550
2019 Q4	$0	Hold	7	–	–	﹤0.01%	1498
2019 Q3	$0	Hold	7	–	–	﹤0.01%	1498
2019 Q2	$0	Hold	7	–	–	﹤0.01%	1517
2019 Q1	$0	Sell	7 -43	-86%	-$1.06K	﹤0.01%	1389
2018 Q4	$1K	Buy	+50	New	+$1.33K	﹤0.01%	1001

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Berman Capital Advisors's HRB Position: Q3 2021 in Review

Berman Capital Advisors held its H&R Block (HRB) position steady in Q3 2021 at 412 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Berman Capital Advisors first reported a position in HRB in Q4 2018 and has held it in 11 quarters since. 394 funds tracked by Wall St. Rank hold HRB as of Q3 2021.

Berman Capital Advisors held 412 shares of H&R Block worth $10K as of Q3 2021.
Berman Capital Advisors left its H&R Block share count unchanged in Q3 2021.
H&R Block made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1186 holding.
Berman Capital Advisors first reported a position in H&R Block in Q4 2018 and has held it in 11 quarters since.
394 funds tracked by Wall St. Rank held H&R Block as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.