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Kula Investments’s H&R Block HRB Stock Holding History

Kula Investments’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 		$255K Buy
+7,238
New +$268K 0.06% 508

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kula Investments's HRB Position: Q1 2023 in Review

Kula Investments opened a new position in H&R Block (HRB) in Q1 2023: 7,238 shares worth $255K. The stake represents 0.06% of the portfolio and ranks #508 among its holdings.

422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.

  • Kula Investments held 7,238 shares of H&R Block worth $255K as of Q1 2023.
  • H&R Block was a new Kula Investments position in Q1 2023.
  • H&R Block made up 0.06% of Kula Investments's portfolio in Q1 2023, its #508 holding.
  • 422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.