Investors Research Corp’s H&R Block HRB Stock Holding History

Investors Research Corp’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	-29	Closed	-$1K	–	1111
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	972
2021 Q4	$1K	Hold	29	–	–	﹤0.01%	937
2021 Q3	$1K	Hold	29	–	–	﹤0.01%	952
2021 Q2	$1K	Hold	29	–	–	﹤0.01%	938
2021 Q1	$1K	Hold	29	–	–	﹤0.01%	932
2020 Q4	$0	Hold	29	–	–	﹤0.01%	1092
2020 Q3	$0	Hold	29	–	–	﹤0.01%	1105
2020 Q2	$0	Hold	29	–	–	﹤0.01%	1102
2020 Q1	$0	Hold	29	–	–	﹤0.01%	1132
2019 Q4	$1K	Hold	29	–	–	﹤0.01%	1070
2019 Q3	$1K	Hold	29	–	–	﹤0.01%	1079
2019 Q2	$1K	Hold	29	–	–	﹤0.01%	1032
2019 Q1	$1K	Buy	+29	New	+$713	﹤0.01%	998

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

Investors Research Corp's HRB Position: Q2 2022 in Review

Investors Research Corp sold out of H&R Block (HRB) in Q2 2022, closing a stake of 29 shares — an estimated $1K sold.

Investors Research Corp first reported a position in HRB in Q1 2019 and held it in 13 quarters. The position peaked at $1K in Q1 2022. 434 funds tracked by Wall St. Rank hold HRB as of Q2 2022.

Investors Research Corp reported no remaining H&R Block position as of Q2 2022 after selling out during the quarter.
Investors Research Corp sold 29 H&R Block shares in Q2 2022, an estimated $1K.
Investors Research Corp first reported a position in H&R Block in Q1 2019 and held it in 13 quarters.
Investors Research Corp's H&R Block position peaked at $1K in Q1 2022.
434 funds tracked by Wall St. Rank held H&R Block as of Q2 2022.

Based on Investors Research Corp's 13F filing for Q2 2022, filed 21 Jul 2022.