CAM
HRB icon

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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return