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

Denali 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
2022
Q2 		– Sell
-73
Closed -$2K – 399
2022
Q1 		$2K Sell
73
-82
-53% -$1.99K ﹤0.01% 353
2021
Q4 		$4K Buy
+155
New +$3.76K ﹤0.01% 345
2021
Q2 		– Sell
-32
Closed -$1K – 314
2021
Q1 		$1K Sell
32
-23,500
-100% -$444K ﹤0.01% 354
2020
Q4 		$373K Buy
+23,532
New +$406K 0.06% 222
2019
Q3 		– Sell
-6,600
Closed -$193K – 315
2019
Q2 		$193K Sell
6,600
-17,500
-73% -$470K 0.03% 183
2019
Q1 		$577K Buy
+24,100
New +$592K 0.09% 89
2017
Q4 		– Sell
-23,600
Closed -$625K – 282
2017
Q3 		$625K Sell
23,600
-27,900
-54% -$810K 0.1% 92
2017
Q2 		$1.59M Buy
+51,500
New +$1.35M 0.26% 75

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Denali Advisors's HRB Position: Q2 2022 in Review

Denali Advisors sold out of H&R Block (HRB) in Q2 2022, closing a stake of 73 shares — an estimated $2K sold.

Denali Advisors first reported a position in HRB in Q2 2017 and held it in 8 quarters. The position peaked at $1.59M in Q2 2017. 434 funds tracked by Wall St. Rank hold HRB as of Q2 2022.

  • Denali Advisors reported no remaining H&R Block position as of Q2 2022 after selling out during the quarter.
  • Denali Advisors sold 73 H&R Block shares in Q2 2022, an estimated $2K.
  • Denali Advisors first reported a position in H&R Block in Q2 2017 and held it in 8 quarters.
  • Denali Advisors's H&R Block position peaked at $1.59M in Q2 2017.
  • 434 funds tracked by Wall St. Rank held H&R Block as of Q2 2022.

Based on Denali Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.