De Burlo Group’s H&R Block HRB Stock Holding History

De Burlo Group’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	-2,400	Closed	-$102K	–	131
2022 Q3	$102K	Buy	+2,400	New	+$102K	0.02%	86
2022 Q2	–	Sell	-2,400	Closed	-$62.5K	–	142
2022 Q1	$62.5K	Buy	+2,400	New	+$58.3K	0.01%	103

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

De Burlo Group's HRB Position: Q4 2022 in Review

De Burlo Group sold out of H&R Block (HRB) in Q4 2022, closing a stake of 2,400 shares — an estimated $102K sold.

De Burlo Group first reported a position in HRB in Q1 2022 and held it in 2 quarters. The position peaked at $102K in Q3 2022. 452 funds tracked by Wall St. Rank hold HRB as of Q4 2022.

De Burlo Group reported no remaining H&R Block position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 2,400 H&R Block shares in Q4 2022, an estimated $102K.
De Burlo Group first reported a position in H&R Block in Q1 2022 and held it in 2 quarters.
De Burlo Group's H&R Block position peaked at $102K in Q3 2022.
452 funds tracked by Wall St. Rank held H&R Block as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.