Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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LWM
Lyons Wealth Management’s
H&R Block
HRB
Stock Holding History
Lyons Wealth Management’s Portfolio
HRB Stock Details
HRB Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q2
–
Sell
2016
Q1
$631K
Buy
2015
Q4
$788K
Sell
2015
Q3
$1.19M
Sell
2015
Q2
$1.05M
Buy
2015
Q1
$1.11M
Buy
2014
Q4
$1.16M
Buy
2014
Q3
–
Sell
2014
Q2
$1.02M
Buy
2014
Q1
$752K
Buy
2013
Q4
$545K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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