Sowell Financial Services’s H&R Block HRB Stock Holding History

Sowell Financial Services’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 Q1	–	Sell	-35,802	Closed	-$1.32M	–	792
2022 Q4	$1.32M	Buy	+35,802	New	+$1.45M	0.09%	267
2021 Q2	–	Sell	-10,752	Closed	-$251K	–	1488
2021 Q1	$251K	Buy	+10,752	New	+$203K	0.01%	920
2020 Q4	–	Sell	-4,531	Closed	-$78.3K	–	2761
2020 Q3	$74K	Sell	4,531 -461	-9%	-$6.78K	﹤0.01%	1082
2020 Q2	$71K	Buy	4,992 +4,703	+1,627%	+$74.3K	﹤0.01%	1070
2020 Q1	$4K	Sell	289 -51	-15%	-$1.07K	﹤0.01%	1893
2019 Q4	$8K	Sell	340 -1,224	-78%	-$29.4K	﹤0.01%	1755
2019 Q3	$37K	Buy	+1,564	New	+$41.4K	﹤0.01%	1086
2018 Q3	–	Sell	-7,855	Closed	-$202K	–	395
2018 Q2	$202K	Buy	7,855 +6	+0.1%	+$159	0.04%	269
2018 Q1	$210K	Sell	7,849 -271	-3%	-$7.13K	0.05%	250
2017 Q4	$215K	Buy	+8,120	New	+$211K	0.05%	235
2017 Q3	–	Sell	-6,988	Closed	-$212K	–	270
2017 Q2	$212K	Buy	+6,988	New	+$183K	0.06%	230
2017 Q1	–	Sell	-89	Closed	-$2K	–	396
2016 Q4	$2K	Buy	+89	New	+$2.04K	﹤0.01%	589

Other funds holding HRB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sowell Financial Services's HRB Position: Q1 2023 in Review

Sowell Financial Services sold out of H&R Block (HRB) in Q1 2023, closing a stake of 35,802 shares — an estimated $1.32M sold.

Sowell Financial Services first reported a position in HRB in Q4 2016 and held it in 12 quarters. The position peaked at $1.32M in Q4 2022. 422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.

Sowell Financial Services reported no remaining H&R Block position as of Q1 2023 after selling out during the quarter.
Sowell Financial Services sold 35,802 H&R Block shares in Q1 2023, an estimated $1.32M.
Sowell Financial Services first reported a position in H&R Block in Q4 2016 and held it in 12 quarters.
Sowell Financial Services's H&R Block position peaked at $1.32M in Q4 2022.
422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.

Based on Sowell Financial Services's 13F filing for Q1 2023, filed 12 May 2023.