Euclidean Technologies Management’s H&R Block HRB Stock Holding History

Euclidean Technologies 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 Q4	–	Sell	-8,428	Closed	-$211K	–	92
2021 Q3	$211K	Buy	+8,428	New	+$210K	0.18%	74
2020 Q1	–	Sell	-90,326	Closed	-$2.12M	–	58
2019 Q4	$2.12M	Hold	90,326	–	–	2.2%	8
2019 Q3	$2.13M	Buy	+90,326	New	+$2.39M	2%	17
2019 Q1	–	Sell	-89,548	Closed	-$2.27M	–	70
2018 Q4	$2.27M	Hold	89,548	–	–	2.36%	4
2018 Q3	$2.31M	Buy	89,548 +1,000	+1%	+$25.4K	2.04%	15
2018 Q2	$2.02M	Buy	88,548 +16,959	+24%	+$450K	1.88%	25
2018 Q1	$1.82M	Sell	71,589 -6,500	-8%	-$171K	1.79%	24
2017 Q4	$2.05M	Hold	78,089	–	–	2.02%	20
2017 Q3	$2.07M	Buy	78,089 +27,389	+54%	+$796K	1.98%	21
2017 Q2	$1.57M	Buy	50,700 +3,200	+7%	+$84K	1.51%	42
2017 Q1	$1.1M	Buy	+47,500	New	+$1.06M	1.02%	52

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Euclidean Technologies Management's HRB Position: Q4 2021 in Review

Euclidean Technologies Management sold out of H&R Block (HRB) in Q4 2021, closing a stake of 8,428 shares — an estimated $211K sold.

Euclidean Technologies Management first reported a position in HRB in Q1 2017 and held it in 11 quarters. The position peaked at $2.31M in Q3 2018. 387 funds tracked by Wall St. Rank hold HRB as of Q4 2021.

Euclidean Technologies Management reported no remaining H&R Block position as of Q4 2021 after selling out during the quarter.
Euclidean Technologies Management sold 8,428 H&R Block shares in Q4 2021, an estimated $211K.
Euclidean Technologies Management first reported a position in H&R Block in Q1 2017 and held it in 11 quarters.
Euclidean Technologies Management's H&R Block position peaked at $2.31M in Q3 2018.
387 funds tracked by Wall St. Rank held H&R Block as of Q4 2021.

Based on Euclidean Technologies Management's 13F filing for Q4 2021, filed 9 Feb 2022.