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Continental Advisors’s H&R Block HRB Stock Holding History

Continental 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
2015
Q2 		– Sell
-20,000
Closed -$641K – 145
2015
Q1 		$641K Buy
+20,000
New +$670K 0.14% 123
2014
Q4 		– Sell
-100,000
Closed -$3.1M – 161
2014
Q3 		$3.1M Buy
+100,000
New +$3.26M 0.71% 38

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Continental Advisors's HRB Position: Q1 2021 in Review

Continental Advisors sold out of H&R Block (HRB) in Q1 2021, closing a stake of 168,418 shares — an estimated $2.67M sold.

Continental Advisors first reported a position in HRB in Q3 2014 and held it in 21 quarters. The position peaked at $9.14M in Q1 2018. 375 funds tracked by Wall St. Rank hold HRB as of Q1 2021.

  • Continental Advisors reported no remaining H&R Block position as of Q1 2021 after selling out during the quarter.
  • Continental Advisors sold 168,418 H&R Block shares in Q1 2021, an estimated $2.67M.
  • Continental Advisors first reported a position in H&R Block in Q3 2014 and held it in 21 quarters.
  • Continental Advisors's H&R Block position peaked at $9.14M in Q1 2018.
  • 375 funds tracked by Wall St. Rank held H&R Block as of Q1 2021.

Based on Continental Advisors's 13F filing for Q1 2021, filed 17 May 2021.