Kiwi Wealth Investments Limited Partnership’s H&R Block HRB Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q3	–	Sell	-10,392	Closed	-$331K	–	109
2023 Q2	$331K	Hold	10,392	–	–	0.02%	185
2023 Q1	$366K	Sell	10,392 -49,801	-83%	-$1.84M	0.02%	165
2022 Q4	$2.2M	Buy	60,193 +15,740	+35%	+$640K	0.15%	137
2022 Q3	$1.57M	Hold	44,453	–	–	0.11%	149
2022 Q2	$1.57M	Sell	44,453 -47,247	-52%	-$1.46M	0.11%	149
2022 Q1	$2.39M	Hold	91,700	–	–	0.13%	158
2021 Q4	$2.16M	Sell	91,700 -2,423	-3%	-$58.8K	0.1%	169
2021 Q3	$2.35M	Buy	94,123 +7,255	+8%	+$181K	0.12%	173
2021 Q2	$2.04M	Buy	+86,868	New	+$2.06M	0.11%	166
2019 Q3	–	Sell	-51,550	Closed	-$1.51M	–	203
2019 Q2	$1.51M	Sell	51,550 -5,461	-10%	-$147K	0.13%	153
2019 Q1	$1.36M	Sell	57,011 -18,596	-25%	-$457K	0.12%	150
2018 Q4	$1.92M	Sell	75,607 -8,885	-11%	-$237K	0.2%	122
2018 Q3	$2.18M	Buy	84,492 +29,247	+53%	+$742K	0.2%	128
2018 Q2	$1.26M	Sell	55,245 -5,989	-10%	-$159K	0.12%	152
2018 Q1	$1.56M	Buy	+61,234	New	+$1.61M	0.15%	140
2017 Q4	–	Sell	-86,972	Closed	-$2.3M	–	160
2017 Q3	$2.3M	Buy	86,972 +27,321	+46%	+$794K	0.28%	83
2017 Q2	$1.84M	Sell	59,651 -24,978	-30%	-$656K	0.17%	93
2017 Q1	$1.97M	Buy	+84,629	New	+$1.89M	0.16%	112

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Kiwi Wealth Investments Limited Partnership's HRB Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of H&R Block (HRB) in Q3 2023, closing a stake of 10,392 shares — an estimated $331K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in HRB in Q1 2017 and held it in 18 quarters. The position peaked at $2.39M in Q1 2022. 410 funds tracked by Wall St. Rank hold HRB as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining H&R Block position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 10,392 H&R Block shares in Q3 2023, an estimated $331K.
Kiwi Wealth Investments Limited Partnership first reported a position in H&R Block in Q1 2017 and held it in 18 quarters.
Kiwi Wealth Investments Limited Partnership's H&R Block position peaked at $2.39M in Q1 2022.
410 funds tracked by Wall St. Rank held H&R Block as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.