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Longfellow Investment Management’s H&R Block HRB Stock Holding History

Longfellow Investment Management’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
-1,034
Closed -$27K – 385
2022
Q1 		$27K Hold
1,034
– – ﹤0.01% 279
2021
Q4 		$25K Hold
1,034
– – ﹤0.01% 290
2021
Q3 		$26K Hold
1,034
– – ﹤0.01% 317
2021
Q2 		$25K Sell
1,034
-448
-30% -$10.6K ﹤0.01% 330
2021
Q1 		$33K Hold
1,482
– – ﹤0.01% 398
2020
Q4 		$24K Buy
+1,482
New +$25.6K ﹤0.01% 414

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Longfellow Investment Management's HRB Position: Q2 2022 in Review

Longfellow Investment Management sold out of H&R Block (HRB) in Q2 2022, closing a stake of 1,034 shares — an estimated $27K sold.

Longfellow Investment Management first reported a position in HRB in Q4 2020 and held it in 6 quarters. The position peaked at $33K in Q1 2021. 434 funds tracked by Wall St. Rank hold HRB as of Q2 2022.

  • Longfellow Investment Management reported no remaining H&R Block position as of Q2 2022 after selling out during the quarter.
  • Longfellow Investment Management sold 1,034 H&R Block shares in Q2 2022, an estimated $27K.
  • Longfellow Investment Management first reported a position in H&R Block in Q4 2020 and held it in 6 quarters.
  • Longfellow Investment Management's H&R Block position peaked at $33K in Q1 2021.
  • 434 funds tracked by Wall St. Rank held H&R Block as of Q2 2022.

Based on Longfellow Investment Management's 13F filing for Q2 2022, filed 15 Aug 2022.