Manchester Financial’s H&R Block HRB Stock Holding History

Manchester Financial’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
2021 Q2	–	Sell	-280	Closed	-$6K	–	314
2021 Q1	$6K	Hold	280	–	–	﹤0.01%	510
2020 Q4	$4K	Hold	280	–	–	﹤0.01%	478
2020 Q3	$5K	Hold	280	–	–	﹤0.01%	398
2020 Q2	$4K	Hold	280	–	–	﹤0.01%	404
2020 Q1	$4K	Hold	280	–	–	﹤0.01%	373
2019 Q4	$7K	Buy	+280	New	+$6.72K	﹤0.01%	384
2019 Q3	–	Sell	-280	Closed	-$8K	–	220
2019 Q2	$8K	Buy	+280	New	+$7.53K	﹤0.01%	336

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Manchester Financial's HRB Position: Q2 2021 in Review

Manchester Financial sold out of H&R Block (HRB) in Q2 2021, closing a stake of 280 shares — an estimated $6K sold.

Manchester Financial first reported a position in HRB in Q2 2019 and held it in 7 quarters. The position peaked at $8K in Q2 2019. 390 funds tracked by Wall St. Rank hold HRB as of Q2 2021.

Manchester Financial reported no remaining H&R Block position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 280 H&R Block shares in Q2 2021, an estimated $6K.
Manchester Financial first reported a position in H&R Block in Q2 2019 and held it in 7 quarters.
Manchester Financial's H&R Block position peaked at $8K in Q2 2019.
390 funds tracked by Wall St. Rank held H&R Block as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.