EFS
HRB icon

Essex Financial Services’s H&R Block HRB Stock Holding History

Essex Financial Services’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
-12,690
Closed -$330K – 498
2022
Q1 		$330K Buy
12,690
+1,255
+11% +$30.5K 0.03% 352
2021
Q4 		$269K Buy
11,435
+1,075
+10% +$26.1K 0.03% 391
2021
Q3 		$259K Buy
10,360
+450
+5% +$11.2K 0.03% 377
2021
Q2 		$216K Hold
9,910
– – 0.03% 418
2021
Q1 		$216K Buy
+9,910
New +$187K 0.04% 328

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

Essex Financial Services's HRB Position: Q2 2022 in Review

Essex Financial Services sold out of H&R Block (HRB) in Q2 2022, closing a stake of 12,690 shares — an estimated $330K sold.

Essex Financial Services first reported a position in HRB in Q1 2021 and held it in 5 quarters. The position peaked at $330K in Q1 2022. 434 funds tracked by Wall St. Rank hold HRB as of Q2 2022.

  • Essex Financial Services reported no remaining H&R Block position as of Q2 2022 after selling out during the quarter.
  • Essex Financial Services sold 12,690 H&R Block shares in Q2 2022, an estimated $330K.
  • Essex Financial Services first reported a position in H&R Block in Q1 2021 and held it in 5 quarters.
  • Essex Financial Services's H&R Block position peaked at $330K in Q1 2022.
  • 434 funds tracked by Wall St. Rank held H&R Block as of Q2 2022.

Based on Essex Financial Services's 13F filing for Q2 2022, filed 1 Aug 2022.