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Hanlon Investment Management’s H&R Block HRB Stock Holding History

Hanlon Investment 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
Q2 		– Sell
-51,778
Closed -$1.83M – 134
2023
Q1 		$1.83M Buy
51,778
+801
+2% +$29.6K 0.54% 28
2022
Q4 		$1.86M Buy
50,977
+1,914
+4% +$77.8K 0.64% 33
2022
Q3 		$2.09M Buy
49,063
+2,596
+6% +$110K 0.78% 25
2022
Q2 		$1.64M Buy
+46,467
New +$1.43M 0.4% 48

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hanlon Investment Management's HRB Position: Q2 2023 in Review

Hanlon Investment Management sold out of H&R Block (HRB) in Q2 2023, closing a stake of 51,778 shares — an estimated $1.83M sold.

Hanlon Investment Management first reported a position in HRB in Q2 2022 and held it in 4 quarters. The position peaked at $2.09M in Q3 2022. 396 funds tracked by Wall St. Rank hold HRB as of Q2 2023.

  • Hanlon Investment Management reported no remaining H&R Block position as of Q2 2023 after selling out during the quarter.
  • Hanlon Investment Management sold 51,778 H&R Block shares in Q2 2023, an estimated $1.83M.
  • Hanlon Investment Management first reported a position in H&R Block in Q2 2022 and held it in 4 quarters.
  • Hanlon Investment Management's H&R Block position peaked at $2.09M in Q3 2022.
  • 396 funds tracked by Wall St. Rank held H&R Block as of Q2 2023.

Based on Hanlon Investment Management's 13F filing for Q2 2023, filed 8 Aug 2023.