Boston Family Office’s H&R Block HRB Stock Holding History

Boston Family Office’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	–	Sell	-9,000	Closed	-$211K	–	285
2021 Q2	$211K	Buy	+9,000	New	+$213K	0.02%	267
2020 Q1	–	Sell	-9,000	Closed	-$211K	–	242
2019 Q4	$211K	Hold	9,000	–	–	0.02%	245
2019 Q3	$213K	Hold	9,000	–	–	0.02%	243
2019 Q2	$264K	Hold	9,000	–	–	0.03%	236
2019 Q1	$215K	Hold	9,000	–	–	0.02%	239
2018 Q4	$228K	Hold	9,000	–	–	0.03%	235
2018 Q3	$232K	Hold	9,000	–	–	0.02%	246
2018 Q2	$205K	Hold	9,000	–	–	0.02%	254
2018 Q1	$229K	Hold	9,000	–	–	0.03%	245
2017 Q4	$236K	Hold	9,000	–	–	0.03%	246
2017 Q3	$238K	Hold	9,000	–	–	0.03%	242
2017 Q2	$278K	Hold	9,000	–	–	0.03%	230
2017 Q1	$209K	Hold	9,000	–	–	0.03%	235
2016 Q4	$207K	Hold	9,000	–	–	0.03%	237
2016 Q3	$208K	Hold	9,000	–	–	0.03%	236
2016 Q2	$207K	Hold	9,000	–	–	0.03%	240
2016 Q1	$238K	Hold	9,000	–	–	0.03%	227
2015 Q4	$300K	Hold	9,000	–	–	0.04%	205
2015 Q3	$326K	Hold	9,000	–	–	0.05%	204
2015 Q2	$267K	Hold	9,000	–	–	0.03%	232
2015 Q1	$289K	Hold	9,000	–	–	0.04%	229
2014 Q4	$303K	Hold	9,000	–	–	0.04%	224
2014 Q3	$279K	Hold	9,000	–	–	0.04%	232
2014 Q2	$302K	Hold	9,000	–	–	0.04%	229
2014 Q1	$272K	Hold	9,000	–	–	0.04%	233
2013 Q4	$261K	Hold	9,000	–	–	0.03%	230
2013 Q3	$240K	Hold	9,000	–	–	0.03%	238
2013 Q2	$250K	Buy	+9,000	New	+$257K	0.04%	230

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Family Office's HRB Position: Q3 2021 in Review

Boston Family Office sold out of H&R Block (HRB) in Q3 2021, closing a stake of 9,000 shares — an estimated $211K sold.

Boston Family Office first reported a position in HRB in Q2 2013 and held it in 28 quarters. The position peaked at $326K in Q3 2015. 395 funds tracked by Wall St. Rank hold HRB as of Q3 2021.

Boston Family Office reported no remaining H&R Block position as of Q3 2021 after selling out during the quarter.
Boston Family Office sold 9,000 H&R Block shares in Q3 2021, an estimated $211K.
Boston Family Office first reported a position in H&R Block in Q2 2013 and held it in 28 quarters.
Boston Family Office's H&R Block position peaked at $326K in Q3 2015.
395 funds tracked by Wall St. Rank held H&R Block as of Q3 2021.

Based on Boston Family Office's 13F filing for Q3 2021, filed 15 Nov 2021.