Community Bank’s H&R Block HRB Stock Holding History

Community Bank’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
2022 Q4	–	Sell	-59	Closed	-$3K	–	574
2022 Q3	$3K	Buy	+59	New	+$2.5K	﹤0.01%	480
2019 Q1	–	Sell	-67	Closed	-$2K	–	482
2018 Q4	$2K	Hold	67	–	–	﹤0.01%	454
2018 Q3	$2K	Hold	67	–	–	﹤0.01%	496
2018 Q2	$2K	Hold	67	–	–	﹤0.01%	505
2018 Q1	$2K	Hold	67	–	–	﹤0.01%	542
2017 Q4	$2K	Buy	+67	New	+$1.74K	﹤0.01%	645

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Community Bank's HRB Position: Q4 2022 in Review

Community Bank sold out of H&R Block (HRB) in Q4 2022, closing a stake of 59 shares — an estimated $3K sold.

Community Bank first reported a position in HRB in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 452 funds tracked by Wall St. Rank hold HRB as of Q4 2022.

Community Bank reported no remaining H&R Block position as of Q4 2022 after selling out during the quarter.
Community Bank sold 59 H&R Block shares in Q4 2022, an estimated $3K.
Community Bank first reported a position in H&R Block in Q4 2017 and held it in 6 quarters.
Community Bank's H&R Block position peaked at $3K in Q3 2022.
452 funds tracked by Wall St. Rank held H&R Block as of Q4 2022.

Based on Community Bank's 13F filing for Q4 2022, filed 31 Jan 2023.