Wilen Investment Management’s H&R Block HRB Stock Holding History

Wilen Investment 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
2022 Q3	$210K	Hold	5,000	–	–	0.21%	45
2022 Q2	$175K	Hold	5,000	–	–	0.15%	50
2022 Q1	$127K	Buy	5,000 +200	+4%	+$4.86K	0.1%	61
2021 Q4	$110K	Hold	4,800	–	–	0.08%	61
2021 Q3	$118K	Buy	+4,800	New	+$120K	0.1%	60
2021 Q1	–	Sell	-4,500	Closed	-$70K	–	68
2020 Q4	$70K	Buy	+4,500	New	+$77.7K	0.07%	71

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

JAM

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

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

Wilen Investment Management's HRB Position: Q3 2022 in Review

Wilen Investment Management held its H&R Block (HRB) position steady in Q3 2022 at 5,000 shares worth $210K. The position accounts for 0.21% of the portfolio, ranked #45.

Wilen Investment Management first reported a position in HRB in Q4 2020 and has held it in 6 quarters since. 458 funds tracked by Wall St. Rank hold HRB as of Q3 2022.

Wilen Investment Management held 5,000 shares of H&R Block worth $210K as of Q3 2022.
Wilen Investment Management left its H&R Block share count unchanged in Q3 2022.
H&R Block made up 0.21% of Wilen Investment Management's portfolio in Q3 2022, its #45 holding.
Wilen Investment Management first reported a position in H&R Block in Q4 2020 and has held it in 6 quarters since.
458 funds tracked by Wall St. Rank held H&R Block as of Q3 2022.

Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.