ClariVest Asset Management’s H&R Block HRB Stock Holding History

ClariVest Asset 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
2023 Q2	–	Sell	-193	Closed	-$7K	–	713
2023 Q1	$7K	Sell	193 -8	-4%	-$296	﹤0.01%	472
2022 Q4	$7K	Hold	201	–	–	﹤0.01%	478
2022 Q3	$9K	Hold	201	–	–	﹤0.01%	447
2022 Q2	$7K	Buy	+201	New	+$6.21K	﹤0.01%	480
2022 Q1	–	Sell	-24,524	Closed	-$578K	–	755
2021 Q4	$578K	Hold	24,524	–	–	0.02%	415
2021 Q3	$613K	Hold	24,524	–	–	0.02%	409
2021 Q2	$576K	Sell	24,524 -265	-1%	-$6.27K	0.02%	414
2021 Q1	$541K	Sell	24,789 -7	-0%	-$132	0.02%	398
2020 Q4	$393K	Buy	24,796 +24,200	+4,060%	+$418K	0.01%	429
2020 Q3	$9K	Sell	596 -227	-28%	-$3.34K	﹤0.01%	493
2020 Q2	$12K	Buy	+823	New	+$13K	﹤0.01%	548

Other funds holding HRB

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ClariVest Asset Management's HRB Position: Q2 2023 in Review

ClariVest Asset Management sold out of H&R Block (HRB) in Q2 2023, closing a stake of 193 shares — an estimated $7K sold.

ClariVest Asset Management first reported a position in HRB in Q2 2020 and held it in 11 quarters. The position peaked at $613K in Q3 2021. 395 funds tracked by Wall St. Rank hold HRB as of Q2 2023.

ClariVest Asset Management reported no remaining H&R Block position as of Q2 2023 after selling out during the quarter.
ClariVest Asset Management sold 193 H&R Block shares in Q2 2023, an estimated $7K.
ClariVest Asset Management first reported a position in H&R Block in Q2 2020 and held it in 11 quarters.
ClariVest Asset Management's H&R Block position peaked at $613K in Q3 2021.
395 funds tracked by Wall St. Rank held H&R Block as of Q2 2023.

Based on ClariVest Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.