Sovarnum Capital’s H&R Block HRB Stock Holding History

Sovarnum Capital’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 Q3	–	Sell	-60,000	Closed	-$1.41M	–	76
2021 Q2	$1.41M	Buy	60,000 +40,000	+200%	+$947K	0.89%	49
2021 Q1	$436K	Buy	+20,000	New	+$378K	0.33%	62

Other funds holding HRB

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

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Sovarnum Capital's HRB Position: Q3 2021 in Review

Sovarnum Capital sold out of H&R Block (HRB) in Q3 2021, closing a stake of 60,000 shares — an estimated $1.41M sold.

Sovarnum Capital first reported a position in HRB in Q1 2021 and held it in 2 quarters. The position peaked at $1.41M in Q2 2021. 393 funds tracked by Wall St. Rank hold HRB as of Q3 2021.

Sovarnum Capital reported no remaining H&R Block position as of Q3 2021 after selling out during the quarter.
Sovarnum Capital sold 60,000 H&R Block shares in Q3 2021, an estimated $1.41M.
Sovarnum Capital first reported a position in H&R Block in Q1 2021 and held it in 2 quarters.
Sovarnum Capital's H&R Block position peaked at $1.41M in Q2 2021.
393 funds tracked by Wall St. Rank held H&R Block as of Q3 2021.

Based on Sovarnum Capital's 13F filing for Q3 2021, filed 8 Nov 2021.