Harel Insurance Investments & Financial Services’s H&R Block HRB Stock Holding History

Harel Insurance Investments & Financial 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	-32,500	Closed	-$1.19M	–	714
2022 Q4	$1.19M	Hold	32,500	–	–	0.03%	151
2022 Q3	$1.41M	Sell	32,500 -1,200	-4%	-$50.8K	0.03%	151
2022 Q2	$1.19M	Buy	33,700 +32,151	+2,076%	+$993K	0.03%	169
2022 Q1	$40K	Sell	1,549 -129	-8%	-$3.13K	﹤0.01%	546
2021 Q4	$40K	Buy	1,678 +601	+56%	+$14.6K	﹤0.01%	619
2021 Q3	$27K	Buy	+1,077	New	+$26.8K	﹤0.01%	596
2019 Q1	–	Sell	-118	Closed	-$3K	–	472
2018 Q4	$3K	Buy	+118	New	+$3.15K	﹤0.01%	441
2016 Q3	–	Sell	-100	Closed	-$2K	–	564
2016 Q2	$2K	Buy	+100	New	+$2.22K	﹤0.01%	664

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $113B AUM 38.87% 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

Harel Insurance Investments & Financial Services's HRB Position: Q1 2023 in Review

Harel Insurance Investments & Financial Services sold out of H&R Block (HRB) in Q1 2023, closing a stake of 32,500 shares — an estimated $1.19M sold.

Harel Insurance Investments & Financial Services first reported a position in HRB in Q2 2016 and held it in 8 quarters. The position peaked at $1.41M in Q3 2022. 422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.

Harel Insurance Investments & Financial Services reported no remaining H&R Block position as of Q1 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 32,500 H&R Block shares in Q1 2023, an estimated $1.19M.
Harel Insurance Investments & Financial Services first reported a position in H&R Block in Q2 2016 and held it in 8 quarters.
Harel Insurance Investments & Financial Services's H&R Block position peaked at $1.41M in Q3 2022.
422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2023, filed 2 May 2023.