Hanseatic Management Services’s H&R Block HRB Stock Holding History

Hanseatic Management Services’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	-839	Closed	-$31K	–	124
2022 Q4	$31K	Hold	839	–	–	0.08%	62
2022 Q3	$36K	Buy	+839	New	+$35.5K	0.1%	50
2018 Q2	–	Sell	-2,190	Closed	-$56K	–	421
2018 Q1	$56K	Buy	2,190 +387	+21%	+$10.2K	0.05%	186
2017 Q4	$47K	Buy	1,803 +171	+10%	+$4.44K	0.05%	181
2017 Q3	$43K	Buy	1,632 +613	+60%	+$17.8K	0.05%	169
2017 Q2	$31K	Buy	+1,019	New	+$26.7K	0.02%	175
2016 Q1	–	Sell	-358	Closed	-$12K	–	265
2015 Q4	$12K	Buy	+358	New	+$12.7K	﹤0.01%	216
2013 Q3	–	Sell	-53,930	Closed	-$1.5M	–	259
2013 Q2	$1.5M	Buy	+53,930	New	+$1.54M	0.9%	53

Other funds holding HRB

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Hanseatic Management Services's HRB Position: Q1 2023 in Review

Hanseatic Management Services sold out of H&R Block (HRB) in Q1 2023, closing a stake of 839 shares — an estimated $31K sold.

Hanseatic Management Services first reported a position in HRB in Q2 2013 and held it in 8 quarters. The position peaked at $1.5M in Q2 2013. 422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.

Hanseatic Management Services reported no remaining H&R Block position as of Q1 2023 after selling out during the quarter.
Hanseatic Management Services sold 839 H&R Block shares in Q1 2023, an estimated $31K.
Hanseatic Management Services first reported a position in H&R Block in Q2 2013 and held it in 8 quarters.
Hanseatic Management Services's H&R Block position peaked at $1.5M in Q2 2013.
422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.

Based on Hanseatic Management Services's 13F filing for Q1 2023, filed 12 May 2023.