QI
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QS Investors’s H&R Block HRB Stock Holding History

QS Investors’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 		$237K Sell
10,060
-37,400
-79% -$885K ﹤0.01% 1015
2021
Q1 		$1.03M Hold
47,460
– – 0.01% 528
2020
Q4 		$753K Buy
47,460
+27,751
+141% +$479K 0.01% 601
2020
Q3 		$322K Sell
19,709
-25,317
-56% -$372K ﹤0.01% 894
2020
Q2 		$643K Hold
45,026
– – 0.01% 842
2020
Q1 		$634K Sell
45,026
-2,954
-6% -$61.9K 0.01% 784
2019
Q4 		$1.13M Sell
47,980
-149
-0.3% -$3.58K 0.01% 752
2019
Q3 		$1.14M Hold
48,129
– – 0.01% 748
2019
Q2 		$1.41M Hold
48,129
– – 0.02% 699
2019
Q1 		$1.15M Buy
48,129
+13,497
+39% +$332K 0.01% 773
2018
Q4 		$879K Sell
34,632
-50
-0.1% -$1.33K 0.01% 796
2018
Q3 		$893K Hold
34,682
– – 0.01% 837
2018
Q2 		$790K Hold
34,682
– – 0.01% 838
2018
Q1 		$881K Hold
34,682
– – 0.01% 810
2017
Q4 		$909K Buy
34,682
+6,991
+25% +$181K 0.01% 819
2017
Q3 		$733K Buy
27,691
+18,226
+193% +$529K 0.01% 858
2017
Q2 		$293K Buy
9,465
+6,904
+270% +$181K ﹤0.01% 1071
2017
Q1 		$60K Hold
2,561
– – ﹤0.01% 1468
2016
Q4 		$59K Sell
2,561
-18
-0.7% -$412 ﹤0.01% 1349
2016
Q3 		$60K Hold
2,579
– – ﹤0.01% 1336
2016
Q2 		$59K Sell
2,579
-85
-3% -$1.89K ﹤0.01% 1340
2016
Q1 		$70K Buy
2,664
+21
+0.8% +$660 ﹤0.01% 1283
2015
Q4 		$88K Sell
2,643
-1,225
-32% -$43.5K ﹤0.01% 1247
2015
Q3 		$140K Hold
3,868
– – ﹤0.01% 1147
2015
Q2 		$115K Hold
3,868
– – ﹤0.01% 1159
2015
Q1 		$124K Hold
3,868
– – ﹤0.01% 1146
2014
Q4 		$131K Hold
3,868
– – ﹤0.01% 1102
2014
Q3 		$120K Hold
3,868
– – ﹤0.01% 643
2014
Q2 		$130K Buy
+3,868
New +$115K ﹤0.01% 647
2013
Q3 		– Sell
-146,100
Closed -$4.05M – 621
2013
Q2 		$4.05M Buy
+146,100
New +$4.17M 0.14% 195

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
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

QS Investors's HRB Position: Q2 2021 in Review

QS Investors reduced its H&R Block (HRB) stake by 79% in Q2 2021, selling an estimated $885K and leaving 10,060 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

QS Investors first reported a position in HRB in Q2 2013 and has held it in 30 quarters since. The position peaked at $4.05M in Q2 2013. 391 funds tracked by Wall St. Rank hold HRB as of Q2 2021.

  • QS Investors held 10,060 shares of H&R Block worth $237K as of Q2 2021.
  • QS Investors sold 37,400 H&R Block shares in Q2 2021, an estimated $885K.
  • H&R Block made up ﹤0.01% of QS Investors's portfolio in Q2 2021, its #1015 holding.
  • QS Investors first reported a position in H&R Block in Q2 2013 and has held it in 30 quarters since.
  • QS Investors's H&R Block position peaked at $4.05M in Q2 2013.
  • 391 funds tracked by Wall St. Rank held H&R Block as of Q2 2021.

Based on QS Investors's 13F filing for Q2 2021, filed 13 Aug 2021.