Rayliant Investment Research’s H&R Block HRB Stock Holding History

Rayliant Investment Research’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 Q4	$720K	Buy	+19,730	New	+$802K	10.37%	4

Other funds holding HRB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rayliant Investment Research's HRB Position: Q4 2022 in Review

Rayliant Investment Research opened a new position in H&R Block (HRB) in Q4 2022: 19,730 shares worth $720K. The stake represents 10.37% of the portfolio and ranks #4 among its holdings.

452 funds tracked by Wall St. Rank hold HRB as of Q4 2022.

Rayliant Investment Research held 19,730 shares of H&R Block worth $720K as of Q4 2022.
H&R Block was a new Rayliant Investment Research position in Q4 2022.
H&R Block made up 10.37% of Rayliant Investment Research's portfolio in Q4 2022, its #4 holding.
452 funds tracked by Wall St. Rank held H&R Block as of Q4 2022.

Based on Rayliant Investment Research's 13F filing for Q4 2022, filed 14 Feb 2023.