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Quantamental Technologies’s H&R Block HRB Stock Holding History

Quantamental Technologies’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
2022
Q3 		– Sell
-21,976
Closed -$776K – 571
2022
Q2 		$776K Buy
+21,976
New +$678K 0.35% 90
2020
Q1 		– Sell
-37,530
Closed -$881K – 250
2019
Q4 		$881K Buy
37,530
+12,239
+48% +$294K 0.45% 48
2019
Q3 		$597K Buy
25,291
+17,501
+225% +$463K 0.19% 122
2019
Q2 		$228K Buy
+7,790
New +$209K 0.08% 387
2019
Q1 		– Sell
-7,307
Closed -$185K – 1612
2018
Q4 		$185K Buy
+7,307
New +$195K 0.11% 326

Other funds holding HRB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Quantamental Technologies's HRB Position: Q3 2022 in Review

Quantamental Technologies sold out of H&R Block (HRB) in Q3 2022, closing a stake of 21,976 shares — an estimated $776K sold.

Quantamental Technologies first reported a position in HRB in Q4 2018 and held it in 5 quarters. The position peaked at $881K in Q4 2019. 458 funds tracked by Wall St. Rank hold HRB as of Q3 2022.

  • Quantamental Technologies reported no remaining H&R Block position as of Q3 2022 after selling out during the quarter.
  • Quantamental Technologies sold 21,976 H&R Block shares in Q3 2022, an estimated $776K.
  • Quantamental Technologies first reported a position in H&R Block in Q4 2018 and held it in 5 quarters.
  • Quantamental Technologies's H&R Block position peaked at $881K in Q4 2019.
  • 458 funds tracked by Wall St. Rank held H&R Block as of Q3 2022.

Based on Quantamental Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.