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Silvant Capital Management’s
H&R Block
HRB
Stock Holding History
Silvant Capital Management’s Portfolio
HRB Stock Details
HRB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-2,232
Closed
-$71.8K
–
307
2023
Q2
$71.8K
Hold
2,232
–
–
﹤0.01%
229
2023
Q1
$79.3K
Hold
2,232
–
–
0.01%
211
2022
Q4
$82.1K
Hold
2,232
–
–
0.01%
212
2022
Q3
$96K
Hold
2,232
–
–
0.01%
253
2022
Q2
$79K
Hold
2,232
–
–
0.02%
230
2022
Q1
$59K
Hold
2,232
–
–
0.01%
270
2021
Q4
$53K
Hold
2,232
–
–
0.01%
268
2021
Q3
$56K
Hold
2,232
–
–
0.01%
261
2021
Q2
$53K
Hold
2,232
–
–
0.01%
274
2021
Q1
$49K
Hold
2,232
–
–
0.01%
276
2020
Q4
$36K
Hold
2,232
–
–
0.01%
281
2020
Q3
$37K
Hold
2,232
–
–
0.01%
271
2020
Q2
$32K
Hold
2,232
–
–
0.01%
282
2020
Q1
$32K
Hold
2,232
–
–
0.01%
265
2019
Q4
$53K
Hold
2,232
–
–
0.01%
265
2019
Q3
$53K
Sell
2,232
-492
-18%
-$13K
0.01%
264
2019
Q2
$81K
Hold
2,724
–
–
0.01%
248
2019
Q1
$66K
Hold
2,724
–
–
0.01%
260
2018
Q4
$70K
Hold
2,724
–
–
0.01%
247
2018
Q3
$71K
Hold
2,724
–
–
0.01%
267
2018
Q2
$63K
Hold
2,724
–
–
0.01%
270
2018
Q1
$70K
Buy
+2,724
New
+$71.7K
0.01%
270
Other funds holding HRB
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Lazard Asset Management
New York
$60.7B AUM
22.47%
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Fuller & Thaler Asset Management
San Mateo, California
$29.7B AUM
43.33%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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