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Elliott Investment Management’s H&R Block HRB Stock Holding History

Elliott Investment Management’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
2021
Q3 		– Sell
-5,000
Closed -$117K – 50
2021
Q2 		$117K Buy
+5,000
New +$118K ﹤0.01% 50

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Elliott Investment Management's HRB Position: Q3 2021 in Review

Elliott Investment Management sold out of H&R Block (HRB) in Q3 2021, closing a stake of 5,000 shares — an estimated $117K sold.

Elliott Investment Management first reported a position in HRB in Q2 2021 and held it in 1 quarter. The position peaked at $117K in Q2 2021. 393 funds tracked by Wall St. Rank hold HRB as of Q3 2021.

  • Elliott Investment Management reported no remaining H&R Block position as of Q3 2021 after selling out during the quarter.
  • Elliott Investment Management sold 5,000 H&R Block shares in Q3 2021, an estimated $117K.
  • Elliott Investment Management first reported a position in H&R Block in Q2 2021 and held it in 1 quarter.
  • Elliott Investment Management's H&R Block position peaked at $117K in Q2 2021.
  • 393 funds tracked by Wall St. Rank held H&R Block as of Q3 2021.

Based on Elliott Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.