QT
HRB icon

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 $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return