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

Gyon Technologies Capital 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
2023 Q1	–	Sell	-7,372	Closed	-$269K	–	187
2022 Q4	$269K	Buy	+7,372	New	+$300K	0.1%	198
2022 Q1	–	Sell	-23,144	Closed	-$545K	–	406
2021 Q4	$545K	Buy	23,144 +12,891	+126%	+$313K	0.1%	276
2021 Q3	$256K	Buy	+10,253	New	+$255K	0.07%	316
2021 Q1	–	Sell	-13,224	Closed	-$210K	–	443
2020 Q4	$210K	Buy	+13,224	New	+$228K	0.07%	312
2020 Q2	–	Sell	-57,201	Closed	-$805K	–	102
2020 Q1	$805K	Buy	+57,201	New	+$1.2M	1.55%	23

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Gyon Technologies Capital Management's HRB Position: Q1 2023 in Review

Gyon Technologies Capital Management sold out of H&R Block (HRB) in Q1 2023, closing a stake of 7,372 shares — an estimated $269K sold.

Gyon Technologies Capital Management first reported a position in HRB in Q1 2020 and held it in 5 quarters. The position peaked at $805K in Q1 2020. 422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.

Gyon Technologies Capital Management reported no remaining H&R Block position as of Q1 2023 after selling out during the quarter.
Gyon Technologies Capital Management sold 7,372 H&R Block shares in Q1 2023, an estimated $269K.
Gyon Technologies Capital Management first reported a position in H&R Block in Q1 2020 and held it in 5 quarters.
Gyon Technologies Capital Management's H&R Block position peaked at $805K in Q1 2020.
422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.

Based on Gyon Technologies Capital Management's 13F filing for Q1 2023.