Pictet Asset Management (Switzerland)’s H&R Block HRB Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$595K	Sell	18,671 -801	-4%	-$25.9K	﹤0.01%	1159
2023 Q1	$686K	Hold	19,472	–	–	﹤0.01%	1110
2022 Q4	$711K	Buy	19,472 +7,010	+56%	+$285K	﹤0.01%	1103
2022 Q3	$530K	Hold	12,462	–	–	﹤0.01%	1088
2022 Q2	$440K	Hold	12,462	–	–	﹤0.01%	1143
2022 Q1	$325K	Buy	12,462 +1,525	+14%	+$37K	﹤0.01%	1323
2021 Q4	$258K	Sell	10,937 -1,963	-15%	-$47.6K	﹤0.01%	1475
2021 Q3	$323K	Buy	+12,900	New	+$321K	﹤0.01%	1368

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s HRB Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) reduced its H&R Block (HRB) stake by 4.1% in Q2 2023, selling an estimated $25.9K and leaving 18,671 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Pictet Asset Management (Switzerland) first reported a position in HRB in Q3 2021 and has held it in 8 quarters since. The position peaked at $711K in Q4 2022. 396 funds tracked by Wall St. Rank hold HRB as of Q2 2023.

Pictet Asset Management (Switzerland) held 18,671 shares of H&R Block worth $595K as of Q2 2023.
Pictet Asset Management (Switzerland) sold 801 H&R Block shares in Q2 2023, an estimated $25.9K.
H&R Block made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1159 holding.
Pictet Asset Management (Switzerland) first reported a position in H&R Block in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s H&R Block position peaked at $711K in Q4 2022.
396 funds tracked by Wall St. Rank held H&R Block as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.