Estabrook Capital Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-40
| Closed | -$1.46K | – | 405 |
|
|
2022
Q4 | $1.46K | Hold |
40
| – | – | ﹤0.01% | 390 |
|
|
2022
Q3 | $1.7K | Hold |
40
| – | – | ﹤0.01% | 382 |
|
|
2022
Q2 | $1.41K | Hold |
40
| – | – | ﹤0.01% | 403 |
|
|
2022
Q1 | $1.04K | Hold |
40
| – | – | ﹤0.01% | 403 |
|
|
2021
Q4 | $942 | Hold |
40
| – | – | ﹤0.01% | 428 |
|
|
2021
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 308 |
|
|
2021
Q2 | $939 | Hold |
40
| – | – | ﹤0.01% | 306 |
|
|
2021
Q1 | $872 | Hold |
40
| – | – | ﹤0.01% | 311 |
|
|
2020
Q4 | $634 | Hold |
40
| – | – | ﹤0.01% | 320 |
|
|
2020
Q3 | $652 | Hold |
40
| – | – | ﹤0.01% | 310 |
|
|
2020
Q2 | $571 | Hold |
40
| – | – | ﹤0.01% | 322 |
|
|
2020
Q1 | $563 | Hold |
40
| – | – | ﹤0.01% | 320 |
|
|
2019
Q4 | $939 | Hold |
40
| – | – | ﹤0.01% | 324 |
|
|
2019
Q3 | $945 | Hold |
40
| – | – | ﹤0.01% | 321 |
|
|
2019
Q2 | $1.17K | Hold |
40
| – | – | ﹤0.01% | 308 |
|
|
2019
Q1 | $958 | Hold |
40
| – | – | ﹤0.01% | 313 |
|
|
2018
Q4 | $1.01K | Hold |
40
| – | – | ﹤0.01% | 314 |
|
|
2018
Q3 | $1.03K | Hold |
40
| – | – | ﹤0.01% | 340 |
|
|
2018
Q2 | $911 | Hold |
40
| – | – | ﹤0.01% | 348 |
|
|
2018
Q1 | $1.02K | Hold |
40
| – | – | ﹤0.01% | 350 |
|
|
2017
Q4 | $1.05K | Hold |
40
| – | – | ﹤0.01% | 357 |
|
|
2017
Q3 | $1.06K | Hold |
40
| – | – | ﹤0.01% | 374 |
|
|
2017
Q2 | $1.24K | Hold |
40
| – | – | ﹤0.01% | 373 |
|
|
2017
Q1 | $930 | Hold |
40
| – | – | ﹤0.01% | 382 |
|
|
2016
Q4 | $920 | Hold |
40
| – | – | ﹤0.01% | 415 |
|
|
2016
Q3 | $926 | Hold |
40
| – | – | ﹤0.01% | 391 |
|
|
2016
Q2 | $920 | Hold |
40
| – | – | ﹤0.01% | 407 |
|
|
2016
Q1 | $1.06K | Hold |
40
| – | – | ﹤0.01% | 411 |
|
|
2015
Q4 | $1.33K | Sell |
40
-205
| -84% | -$7.29K | ﹤0.01% | 420 |
|
|
2015
Q3 | $8.87K | Hold |
245
| – | – | ﹤0.01% | 370 |
|
|
2015
Q2 | $7.26K | Hold |
245
| – | – | ﹤0.01% | 375 |
|
|
2015
Q1 | $7.86K | Hold |
245
| – | – | ﹤0.01% | 391 |
|
|
2014
Q4 | $8.25K | Hold |
245
| – | – | ﹤0.01% | 398 |
|
|
2014
Q3 | $7.6K | Hold |
245
| – | – | ﹤0.01% | 403 |
|
|
2014
Q2 | $8.21K | Hold |
245
| – | – | ﹤0.01% | 399 |
|
|
2014
Q1 | $7.4K | Hold |
245
| – | – | ﹤0.01% | 402 |
|
|
2013
Q4 | $7.12K | Hold |
245
| – | – | ﹤0.01% | 401 |
|
|
2013
Q3 | $6.53K | Hold |
245
| – | – | ﹤0.01% | 410 |
|
|
2013
Q2 | $6.8K | Buy |
+245
| New | +$6.99K | ﹤0.01% | 413 |
|
Other funds holding HRB
Estabrook Capital Management's HRB Position: Q1 2023 in Review
Estabrook Capital Management sold out of H&R Block (HRB) in Q1 2023, closing a stake of 40 shares — an estimated $1.46K sold.
Estabrook Capital Management first reported a position in HRB in Q2 2013 and held it in 39 quarters. The position peaked at $8.87K in Q3 2015. 422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.
- Estabrook Capital Management reported no remaining H&R Block position as of Q1 2023 after selling out during the quarter.
- Estabrook Capital Management sold 40 H&R Block shares in Q1 2023, an estimated $1.46K.
- Estabrook Capital Management first reported a position in H&R Block in Q2 2013 and held it in 39 quarters.
- Estabrook Capital Management's H&R Block position peaked at $8.87K in Q3 2015.
- 422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.
Based on Estabrook Capital Management's 13F filing for Q1 2023, filed 12 May 2023.