Estate Counselors’s H&R Block HRB Stock Holding History

Estate Counselors’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 Q2	–	Sell	-33,400	Closed	-$1.18M	–	128
2023 Q1	$1.18M	Buy	+33,400	New	+$1.24M	0.16%	90

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Estate Counselors's HRB Position: Q2 2023 in Review

Estate Counselors sold out of H&R Block (HRB) in Q2 2023, closing a stake of 33,400 shares — an estimated $1.18M sold.

Estate Counselors first reported a position in HRB in Q1 2023 and held it in 1 quarter. The position peaked at $1.18M in Q1 2023. 395 funds tracked by Wall St. Rank hold HRB as of Q2 2023.

Estate Counselors reported no remaining H&R Block position as of Q2 2023 after selling out during the quarter.
Estate Counselors sold 33,400 H&R Block shares in Q2 2023, an estimated $1.18M.
Estate Counselors first reported a position in H&R Block in Q1 2023 and held it in 1 quarter.
Estate Counselors's H&R Block position peaked at $1.18M in Q1 2023.
395 funds tracked by Wall St. Rank held H&R Block as of Q2 2023.

Based on Estate Counselors's 13F filing for Q2 2023, filed 31 Jul 2023.