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Howe & Rusling’s H&R Block HRB Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-19
Closed -$1K – 642
2022
Q3 		$1K Buy
+19
New +$804 ﹤0.01% 965
2015
Q3 		– Sell
-97
Closed -$3K – 1046
2015
Q2 		$3K Buy
97
+12
+14% +$376 ﹤0.01% 772
2015
Q1 		$3K Sell
85
-7
-8% -$234 ﹤0.01% 706
2014
Q4 		$3K Buy
+92
New +$2.95K ﹤0.01% 706

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Howe & Rusling's HRB Position: Q4 2022 in Review

Howe & Rusling sold out of H&R Block (HRB) in Q4 2022, closing a stake of 19 shares — an estimated $1K sold.

Howe & Rusling first reported a position in HRB in Q4 2014 and held it in 4 quarters. The position peaked at $3K in Q2 2015. 452 funds tracked by Wall St. Rank hold HRB as of Q4 2022.

  • Howe & Rusling reported no remaining H&R Block position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 19 H&R Block shares in Q4 2022, an estimated $1K.
  • Howe & Rusling first reported a position in H&R Block in Q4 2014 and held it in 4 quarters.
  • Howe & Rusling's H&R Block position peaked at $3K in Q2 2015.
  • 452 funds tracked by Wall St. Rank held H&R Block as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.