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CSat Investment Advisory’s H&R Block HRB Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-640
Closed -$10K – 723
2020
Q3 		$10K Sell
640
-6,450
-91% -$94.8K ﹤0.01% 1042
2020
Q2 		$102K Buy
7,090
+3,598
+103% +$56.9K 0.01% 462
2020
Q1 		$50K Sell
3,492
-158
-4% -$3.31K 0.01% 520
2019
Q4 		$85K Buy
3,650
+757
+26% +$18.2K 0.02% 402
2019
Q3 		$68K Buy
2,893
+729
+34% +$19.3K 0.02% 397
2019
Q2 		$64K Sell
2,164
-89
-4% -$2.39K 0.02% 392
2019
Q1 		$54K Buy
2,253
+600
+36% +$14.7K 0.03% 158
2018
Q4 		$42K Buy
1,653
+182
+12% +$4.86K 0.03% 167
2018
Q3 		$38K Buy
1,471
+500
+51% +$12.7K 0.02% 157
2018
Q2 		$22K Buy
+971
New +$25.8K 0.01% 192

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CSat Investment Advisory's HRB Position: Q4 2020 in Review

CSat Investment Advisory sold out of H&R Block (HRB) in Q4 2020, closing a stake of 640 shares — an estimated $10K sold.

CSat Investment Advisory first reported a position in HRB in Q2 2018 and held it in 10 quarters. The position peaked at $102K in Q2 2020. 370 funds tracked by Wall St. Rank hold HRB as of Q4 2020.

  • CSat Investment Advisory reported no remaining H&R Block position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 640 H&R Block shares in Q4 2020, an estimated $10K.
  • CSat Investment Advisory first reported a position in H&R Block in Q2 2018 and held it in 10 quarters.
  • CSat Investment Advisory's H&R Block position peaked at $102K in Q2 2020.
  • 370 funds tracked by Wall St. Rank held H&R Block as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.