Premier Fund Managers’s H&R Block HRB Stock Holding History

Premier Fund Managers’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	–	Sell	-201,000	Closed	-$7.38M	–	236
2022 Q4	$7.38M	Buy	+201,000	New	+$8.17M	0.29%	78

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Premier Fund Managers's HRB Position: Q1 2023 in Review

Premier Fund Managers sold out of H&R Block (HRB) in Q1 2023, closing a stake of 201,000 shares — an estimated $7.38M sold.

Premier Fund Managers first reported a position in HRB in Q4 2022 and held it in 1 quarter. The position peaked at $7.38M in Q4 2022. 422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.

Premier Fund Managers reported no remaining H&R Block position as of Q1 2023 after selling out during the quarter.
Premier Fund Managers sold 201,000 H&R Block shares in Q1 2023, an estimated $7.38M.
Premier Fund Managers first reported a position in H&R Block in Q4 2022 and held it in 1 quarter.
Premier Fund Managers's H&R Block position peaked at $7.38M in Q4 2022.
422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.

Based on Premier Fund Managers's 13F filing for Q1 2023, filed 5 May 2023.