Fidelity National Financial’s H&R Block HRB Stock Holding History

Fidelity National Financial’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 Q1	–	Sell	-636,854	Closed	-$15M	–	35
2021 Q4	$15M	Hold	636,854	–	–	1.25%	19
2021 Q3	$15.9M	Hold	636,854	–	–	1.18%	18
2021 Q2	$15M	Hold	636,854	–	–	1.08%	17
2021 Q1	$13.9M	Hold	636,854	–	–	1%	17
2020 Q4	$10.1M	Hold	636,854	–	–	1.28%	18
2020 Q3	$10.4M	Hold	636,854	–	–	1.51%	17
2020 Q2	$9.09M	Hold	636,854	–	–	1.3%	18
2020 Q1	$8.97M	Buy	+636,854	New	+$13.3M	1.43%	15

Other funds holding HRB

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

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Fidelity National Financial's HRB Position: Q1 2022 in Review

Fidelity National Financial sold out of H&R Block (HRB) in Q1 2022, closing a stake of 636,854 shares — an estimated $15M sold.

Fidelity National Financial first reported a position in HRB in Q1 2020 and held it in 8 quarters. The position peaked at $15.9M in Q3 2021. 387 funds tracked by Wall St. Rank hold HRB as of Q1 2022.

Fidelity National Financial reported no remaining H&R Block position as of Q1 2022 after selling out during the quarter.
Fidelity National Financial sold 636,854 H&R Block shares in Q1 2022, an estimated $15M.
Fidelity National Financial first reported a position in H&R Block in Q1 2020 and held it in 8 quarters.
Fidelity National Financial's H&R Block position peaked at $15.9M in Q3 2021.
387 funds tracked by Wall St. Rank held H&R Block as of Q1 2022.

Based on Fidelity National Financial's 13F filing for Q1 2022, filed 16 May 2022.