Inspire Investing’s H&R Block HRB Stock Holding History

Inspire Investing’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 Q2	–	Sell	-33,977	Closed	-$885K	–	776
2022 Q1	$885K	Buy	33,977 +3,284	+11%	+$79.7K	0.1%	181
2021 Q4	$723K	Buy	+30,693	New	+$744K	0.08%	196
2021 Q3	–	Sell	-17,220	Closed	-$404K	–	861
2021 Q2	$404K	Buy	+17,220	New	+$408K	0.05%	445
2021 Q1	–	Sell	-14,312	Closed	-$227K	–	665
2020 Q4	$227K	Buy	+14,312	New	+$247K	0.05%	577
2018 Q1	–	Sell	-28	Closed	-$1K	–	416
2017 Q4	$1K	Buy	+28	New	+$727	﹤0.01%	865

Other funds holding HRB

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

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

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Inspire Investing's HRB Position: Q2 2022 in Review

Inspire Investing sold out of H&R Block (HRB) in Q2 2022, closing a stake of 33,977 shares — an estimated $885K sold.

Inspire Investing first reported a position in HRB in Q4 2017 and held it in 5 quarters. The position peaked at $885K in Q1 2022. 434 funds tracked by Wall St. Rank hold HRB as of Q2 2022.

Inspire Investing reported no remaining H&R Block position as of Q2 2022 after selling out during the quarter.
Inspire Investing sold 33,977 H&R Block shares in Q2 2022, an estimated $885K.
Inspire Investing first reported a position in H&R Block in Q4 2017 and held it in 5 quarters.
Inspire Investing's H&R Block position peaked at $885K in Q1 2022.
434 funds tracked by Wall St. Rank held H&R Block as of Q2 2022.

Based on Inspire Investing's 13F filing for Q2 2022, filed 10 Aug 2022.