Franchise Capital’s H&R Block HRB Stock Holding History

Franchise Capital’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	-51,356	Closed	-$6.96M	–	25
2022 Q1	$6.96M	Buy	+51,356	New	+$1.25M	1.92%	17

Other funds holding HRB

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

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

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

JAM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Franchise Capital's HRB Position: Q2 2022 in Review

Franchise Capital sold out of H&R Block (HRB) in Q2 2022, closing a stake of 51,356 shares — an estimated $6.96M sold.

Franchise Capital first reported a position in HRB in Q1 2022 and held it in 1 quarter. The position peaked at $6.96M in Q1 2022. 434 funds tracked by Wall St. Rank hold HRB as of Q2 2022.

Franchise Capital reported no remaining H&R Block position as of Q2 2022 after selling out during the quarter.
Franchise Capital sold 51,356 H&R Block shares in Q2 2022, an estimated $6.96M.
Franchise Capital first reported a position in H&R Block in Q1 2022 and held it in 1 quarter.
Franchise Capital's H&R Block position peaked at $6.96M in Q1 2022.
434 funds tracked by Wall St. Rank held H&R Block as of Q2 2022.

Based on Franchise Capital's 13F filing for Q2 2022, filed 12 Aug 2022.