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Shilanski & Associates’s H&R Block HRB Stock Holding History

Shilanski & Associates’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
2023
Q2 		– Sell
-31,565
Closed -$1.09M – 114
2023
Q1 		$1.09M Buy
31,565
+729
+2% +$27K 0.49% 56
2022
Q4 		$1.13M Buy
+30,836
New +$1.25M 0.49% 54
2022
Q3 		– Sell
-32,349
Closed -$1.15M – 172
2022
Q2 		$1.15M Buy
+32,349
New +$999K 0.54% 48
2022
Q1 		– Sell
-50,552
Closed -$1.2M – 133
2021
Q4 		$1.2M Buy
50,552
+511
+1% +$12.4K 0.51% 55
2021
Q3 		$1.25M Buy
+50,041
New +$1.25M 0.58% 53

Other funds holding HRB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return