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

Truvestments 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
2023 Q1	–	Sell	-17	Closed	-$621	–	813
2022 Q4	$621	Buy	+17	New	+$691	﹤0.01%	858
2019 Q2	–	Sell	-2,348	Closed	-$62K	–	743
2019 Q1	$62K	Buy	+2,348	New	+$57.7K	0.05%	220
2018 Q3	$60K	Buy	+2,325	New	+$59K	0.03%	352

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 $3.38T AUM 44.17% 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

Truvestments Capital's HRB Position: Q1 2023 in Review

Truvestments Capital sold out of H&R Block (HRB) in Q1 2023, closing a stake of 17 shares — an estimated $621 sold.

Truvestments Capital first reported a position in HRB in Q3 2018 and held it in 3 quarters. The position peaked at $62K in Q1 2019. 422 funds tracked by Wall St. Rank hold HRB as of Q1 2023.

Truvestments Capital reported no remaining H&R Block position as of Q1 2023 after selling out during the quarter.
Truvestments Capital sold 17 H&R Block shares in Q1 2023, an estimated $621.
Truvestments Capital first reported a position in H&R Block in Q3 2018 and held it in 3 quarters.
Truvestments Capital's H&R Block position peaked at $62K in Q1 2019.
422 funds tracked by Wall St. Rank held H&R Block as of Q1 2023.

Based on Truvestments Capital's 13F filing for Q1 2023, filed 12 May 2023.