DI
HRB icon

Disciplined Investments’s H&R Block HRB Stock Holding History

Disciplined Investments’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
-27
Closed -$860 – 745
2023
Q2 		$860 Hold
27
– – ﹤0.01% 1029
2023
Q1 		$952 Sell
27
-5
-16% -$185 ﹤0.01% 983
2022
Q4 		$1.17K Hold
32
– – ﹤0.01% 835
2022
Q3 		$1K Buy
32
+2
+7% +$85 ﹤0.01% 938
2022
Q2 		$1K Buy
30
+7
+30% +$216 ﹤0.01% 959
2022
Q1 		$1K Buy
+23
New +$558 ﹤0.01% 1019

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Disciplined Investments's HRB Position: Q3 2023 in Review

Disciplined Investments sold out of H&R Block (HRB) in Q3 2023, closing a stake of 27 shares — an estimated $860 sold.

Disciplined Investments first reported a position in HRB in Q1 2022 and held it in 6 quarters. The position peaked at $1.17K in Q4 2022. 410 funds tracked by Wall St. Rank hold HRB as of Q3 2023.

  • Disciplined Investments reported no remaining H&R Block position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 27 H&R Block shares in Q3 2023, an estimated $860.
  • Disciplined Investments first reported a position in H&R Block in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's H&R Block position peaked at $1.17K in Q4 2022.
  • 410 funds tracked by Wall St. Rank held H&R Block as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.