Donoghue Forlines’s H&R Block HRB Stock Holding History

Donoghue Forlines’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	-78,004	Closed	-$1.27M	–	270
2020 Q3	$1.27M	Buy	+78,004	New	+$1.15M	0.35%	71

Other funds holding HRB

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

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 New York $60.8B AUM 22.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Donoghue Forlines's HRB Position: Q4 2020 in Review

Donoghue Forlines sold out of H&R Block (HRB) in Q4 2020, closing a stake of 78,004 shares — an estimated $1.27M sold.

Donoghue Forlines first reported a position in HRB in Q3 2020 and held it in 1 quarter. The position peaked at $1.27M in Q3 2020. 369 funds tracked by Wall St. Rank hold HRB as of Q4 2020.

Donoghue Forlines reported no remaining H&R Block position as of Q4 2020 after selling out during the quarter.
Donoghue Forlines sold 78,004 H&R Block shares in Q4 2020, an estimated $1.27M.
Donoghue Forlines first reported a position in H&R Block in Q3 2020 and held it in 1 quarter.
Donoghue Forlines's H&R Block position peaked at $1.27M in Q3 2020.
369 funds tracked by Wall St. Rank held H&R Block as of Q4 2020.

Based on Donoghue Forlines's 13F filing for Q4 2020, filed 9 Feb 2021.