Sterling Investment Advisors (Pennsylvania)’s H&R Block HRB Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q1	–	Sell	-400	Closed	-$9K	–	598
2021 Q4	$9K	Hold	400	–	–	﹤0.01%	449
2021 Q3	$10K	Hold	400	–	–	﹤0.01%	434
2021 Q2	$9K	Hold	400	–	–	﹤0.01%	429
2021 Q1	$9K	Hold	400	–	–	﹤0.01%	412
2020 Q4	$6K	Hold	400	–	–	﹤0.01%	398
2020 Q3	$7K	Hold	400	–	–	﹤0.01%	366
2020 Q2	$5K	Hold	400	–	–	﹤0.01%	380
2020 Q1	$5K	Hold	400	–	–	﹤0.01%	345
2019 Q4	$9K	Hold	400	–	–	﹤0.01%	341
2019 Q3	$9K	Hold	400	–	–	﹤0.01%	347
2019 Q2	$12K	Hold	400	–	–	0.01%	336
2019 Q1	$10K	Hold	400	–	–	0.01%	343
2018 Q4	$10K	Hold	400	–	–	0.01%	328
2018 Q3	$10K	Hold	400	–	–	0.01%	359
2018 Q2	$9K	Hold	400	–	–	0.01%	332
2018 Q1	$10K	Hold	400	–	–	0.01%	318
2017 Q4	$10K	Hold	400	–	–	0.01%	299
2017 Q3	$11K	Hold	400	–	–	0.01%	292
2017 Q2	$12K	Buy	+400	New	+$10.5K	0.01%	290

Other funds holding HRB

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

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

JAM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Sterling Investment Advisors (Pennsylvania)'s HRB Position: Q1 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of H&R Block (HRB) in Q1 2022, closing a stake of 400 shares — an estimated $9K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in HRB in Q2 2017 and held it in 19 quarters. The position peaked at $12K in Q2 2019. 386 funds tracked by Wall St. Rank hold HRB as of Q1 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining H&R Block position as of Q1 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 400 H&R Block shares in Q1 2022, an estimated $9K.
Sterling Investment Advisors (Pennsylvania) first reported a position in H&R Block in Q2 2017 and held it in 19 quarters.
Sterling Investment Advisors (Pennsylvania)'s H&R Block position peaked at $12K in Q2 2019.
386 funds tracked by Wall St. Rank held H&R Block as of Q1 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2022, filed 3 May 2022.