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Weld Capital Management’s H&R Block HRB Stock Holding History

Weld Capital Management’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
Q2 		– Sell
-52,929
Closed -$1.15M – 299
2021
Q1 		$1.15M Buy
+52,929
New +$1M 0.49% 53

Other funds holding HRB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Weld Capital Management's HRB Position: Q2 2021 in Review

Weld Capital Management sold out of H&R Block (HRB) in Q2 2021, closing a stake of 52,929 shares — an estimated $1.15M sold.

Weld Capital Management first reported a position in HRB in Q1 2021 and held it in 1 quarter. The position peaked at $1.15M in Q1 2021. 392 funds tracked by Wall St. Rank hold HRB as of Q2 2021.

  • Weld Capital Management reported no remaining H&R Block position as of Q2 2021 after selling out during the quarter.
  • Weld Capital Management sold 52,929 H&R Block shares in Q2 2021, an estimated $1.15M.
  • Weld Capital Management first reported a position in H&R Block in Q1 2021 and held it in 1 quarter.
  • Weld Capital Management's H&R Block position peaked at $1.15M in Q1 2021.
  • 392 funds tracked by Wall St. Rank held H&R Block as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.