Delphia (USA)’s H&R Block HRB Stock Holding History

Delphia (USA)’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 Q3	–	Sell	-17,991	Closed	-$573K	–	81
2023 Q2	$573K	Buy	+17,991	New	+$581K	0.91%	16
2022 Q3	–	Sell	-30,664	Closed	-$1.08M	–	344
2022 Q2	$1.08M	Buy	+30,664	New	+$947K	0.75%	14

Other funds holding HRB

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Delphia (USA)'s HRB Position: Q3 2023 in Review

Delphia (USA) sold out of H&R Block (HRB) in Q3 2023, closing a stake of 17,991 shares — an estimated $573K sold.

Delphia (USA) first reported a position in HRB in Q2 2022 and held it in 2 quarters. The position peaked at $1.08M in Q2 2022. 410 funds tracked by Wall St. Rank hold HRB as of Q3 2023.

Delphia (USA) reported no remaining H&R Block position as of Q3 2023 after selling out during the quarter.
Delphia (USA) sold 17,991 H&R Block shares in Q3 2023, an estimated $573K.
Delphia (USA) first reported a position in H&R Block in Q2 2022 and held it in 2 quarters.
Delphia (USA)'s H&R Block position peaked at $1.08M in Q2 2022.
410 funds tracked by Wall St. Rank held H&R Block as of Q3 2023.

Based on Delphia (USA)'s 13F filing for Q3 2023, filed 15 Nov 2023.