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Rational Advisors’s H&R Block HRB Stock Holding History

Rational Advisors’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 		– Sell
-7,795
Closed -$170K – 159
2021
Q1 		$170K Buy
+7,795
New +$147K 0.03% 130
2020
Q3 		– Sell
-150
Closed -$2K – 614
2020
Q2 		$2K Buy
+150
New +$2.37K ﹤0.01% 474
2020
Q1 		– Sell
-2,117
Closed -$50K – 326
2019
Q4 		$50K Sell
2,117
-206
-9% -$4.95K 0.02% 358
2019
Q3 		$55K Buy
2,323
+2,272
+4,455% +$60.1K 0.02% 350
2019
Q2 		$1K Sell
51
-1,365
-96% -$36.7K ﹤0.01% 551
2019
Q1 		$34K Buy
1,416
+1,400
+8,750% +$34.4K 0.01% 345
2018
Q4 		$0 Sell
16
-133
-89% -$3.55K ﹤0.01% 543
2018
Q3 		$4K Buy
+149
New +$3.78K ﹤0.01% 440
2018
Q2 		– Sell
-17
Closed – – 536
2018
Q1 		$0 Buy
+17
New +$447 ﹤0.01% 520
2016
Q4 		– Sell
-4,250
Closed -$98K – 254
2016
Q3 		$98K Buy
+4,250
New +$99.4K 0.06% 246
2015
Q3 		$8K Hold
210
– – ﹤0.01% 357
2015
Q2 		$6K Hold
210
– – ﹤0.01% 406
2015
Q1 		$7K Sell
210
-140
-40% -$4.69K ﹤0.01% 382
2014
Q4 		$12K Buy
+350
New +$11.2K ﹤0.01% 407
2013
Q4 		$15K Sell
525
-35
-6% -$994 ﹤0.01% 767
2013
Q3 		$15K Hold
560
– – ﹤0.01% 788
2013
Q2 		$16K Buy
+560
New +$16K ﹤0.01% 775

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Rational Advisors's HRB Position: Q2 2021 in Review

Rational Advisors sold out of H&R Block (HRB) in Q2 2021, closing a stake of 7,795 shares — an estimated $170K sold.

Rational Advisors first reported a position in HRB in Q2 2013 and held it in 17 quarters. The position peaked at $170K in Q1 2021. 392 funds tracked by Wall St. Rank hold HRB as of Q2 2021.

  • Rational Advisors reported no remaining H&R Block position as of Q2 2021 after selling out during the quarter.
  • Rational Advisors sold 7,795 H&R Block shares in Q2 2021, an estimated $170K.
  • Rational Advisors first reported a position in H&R Block in Q2 2013 and held it in 17 quarters.
  • Rational Advisors's H&R Block position peaked at $170K in Q1 2021.
  • 392 funds tracked by Wall St. Rank held H&R Block as of Q2 2021.

Based on Rational Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.